Plan Snapshot
- Plan Sponsor: Heinen'S, INC.
- Sponsor EIN: 340673060
- Sponsor Address: 4540 RICHMOND RD, WARRENSVILLE HEIGHTS, OH, 441285757
- Plan Type: 401(k)
- Total Participants: 755
- Total Assets: $70.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 755 | $70.4M | $1.9M | $3.4M |
| 2023 | 774 | $61.7M | $1.2M | $3.1M |
| 2022 | 682 | $54.6M | $1.7M | $3.0M |
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 |
|---|---|---|---|---|
| HILL STONESTREET & CO. | 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 | $166,964 | — | $166,964 | — | — |
| 2023 | $155,977 | — | $155,977 | — | — |
| 2022 | $143,041 | — | $143,041 | — | — |