# Heinen'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heinen-s-inc-401k-plan

> Heinen'S, INC.'s 401(k) plan: 755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$166,964|—|$166,964|

| USI ADVISORS, INC.|INVESTMENT ADVISORY|—|$37,065|$37,065|

| 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:** $204,029

- **Estimated Expense Ratio:** 0.290% of plan assets

### 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|—|—|

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