Plan Snapshot
- Plan Sponsor: Heimes Corp.
- Sponsor EIN: 880402767
- Sponsor Address: 9144 SOUTH 147TH STREET, OMAHA, NE, 68138
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $9.0M | $98,778 | $538,554 |
| 2023 | 137 | $7.5M | $83,551 | $467,548 |
| 2022 | 123 | $5.9M | $75,777 | $474,976 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DARST BRUNE & ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,995 | $1,015 | — | — | — |
| 2023 | $34,420 | $855 | — | — | — |
| 2022 | $33,942 | $20,976 | $12,966 | — | — |