# Heiser Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heiser-ford-inc-401k-plan

> Heiser Ford, INC.'s 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|

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