# Heller Capital Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heller-capital-group-llc-401k-plan

> Heller Capital Group, LLC's 401(k) plan: 120 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Heller Capital Group, LLC

- **Sponsor EIN:** 464323419

- **Sponsor Address:** 415 NORTH PRINCE STREET, LANCASTER, PA, 17603

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|120|$7.8M|$370,176|$638,496|

| 2022|129|$6.2M|$338,897|$571,036|

## 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|

| BROWN PLUS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROWN PLUS](https://planprovider.pro/provider/brown-plus) — 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|

| 2023|$42,139|$37,931|$4,208|—|—|

| 2022|$42,258|$38,132|$4,126|—|—|

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