Plan Snapshot
- Plan Sponsor: Heitech Services, INC.
- Sponsor EIN: 522197016
- Sponsor Address: 8400 CORPORATE DRIVE, LANDOVER, MD, 207852294
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 191
- Total Assets: $139,587
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 191 | $139,587 | $1.2M | $415,415 |
| 2023 | 236 | $101,708 | $1.2M | $393,246 |
| 2022 | 199 | $212,682 | $1.6M | $721,477 |
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 |
|---|---|---|---|---|
| GSA NATIONAL | Recordkeeper | $77,402 | — | $77,402 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $9,451 | — | $9,451 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,853
- Estimated Expense Ratio: 62.221% 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 | $96,988 | — | $96,988 | — | — |
| 2023 | $75,490 | — | $74,232 | — | — |
| 2022 | $124,289 | — | $122,837 | — | — |