Plan Snapshot
- Plan Sponsor: Heinzen, LLC
- Sponsor EIN: 800771784
- Sponsor Address: 405 MAYOCK ROAD, GILROY, CA, 95020
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $11.1M
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 | 95 | $11.1M | $213,328 | $540,707 |
| 2023 | 90 | $10.6M | $195,759 | $496,105 |
| 2022 | 87 | $9.3M | $189,001 | $454,875 |
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 |
|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD, LLP — Auditor
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 | $49,437 | — | $46,762 | — | — |
| 2023 | $16,002 | — | $16,002 | — | — |
| 2022 | $2,678 | — | $2,678 | — | — |