Plan Snapshot
- Plan Sponsor: Hellers Home & Hardware, INC.
- Sponsor EIN: 251659394
- Sponsor Address: 42 RED HILL COURT, NEWPORT, PA, 17074
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 21
- Total Assets: $138,466
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. |
|---|---|---|---|---|
| 2025 | 21 | $138,466 | $0 | $0 |
| 2024 | 39 | $94,921 | $18,332 | $3,234 |
| 2023 | 39 | $93,795 | $227,698 | $40,339 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $21,610 | — | $21,610 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $7,887 | — | $7,887 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,497
- Estimated Expense Ratio: 21.303% 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 |
|---|---|---|---|---|---|
| 2025 | $229,817 | — | — | — | — |
| 2024 | $22,610 | — | — | — | — |
| 2023 | $184,571 | — | — | — | — |