Plan Snapshot
- Plan Sponsor: Heiser Ford, INC.
- Sponsor EIN: 391181428
- Sponsor Address: 1700 W. SILVER SPRING DRIVE, GLENDALE, WI, 53209
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $13.0M
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 | 224 | $13.0M | $104,357 | $1.1M |
| 2023 | 231 | $13.2M | $114,885 | $1.1M |
| 2022 | 225 | $10.6M | $134,477 | $1.2M |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $65,791 | — | $65,791 |
| VRAKAS BLUM | AUDITOR | $10,395 | — | $10,395 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS BLUM — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,186
- Estimated Expense Ratio: 0.587% 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 | $76,186 | $57,103 | — | $10,395 | — |
| 2023 | $65,432 | $50,046 | — | $9,900 | — |
| 2022 | $78,646 | $53,862 | — | — | $19,400 |