# Hepaco LLC 401(k) Plan
Source: https://planprovider.pro/companies/hepaco-llc-401k-plan

> Hepaco LLC's 401(k) plan: 1,170 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Hepaco LLC

- **Sponsor EIN:** 561428449

- **Sponsor Address:** 9335 HARRIS CORNERS PKWY, CHARLOTTE, NC, 282693818

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

- **Total Participants:** 1,170

- **Total Assets:** $19.9M

## 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|1,170|$19.9M|$828,569|$3.0M|

| 2022|871|$16.1M|$823,343|$2.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$289,130|—|$289,130|

| KESTRA INVESTMENT SERVICES LLC|OTHER SERVICES|—|$70,840|$70,840|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — OTHER SERVICES

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $359,970

- **Estimated Expense Ratio:** 1.809% 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|

| 2023|$144,565|—|$144,565|—|—|

| 2022|$140,323|—|$140,323|—|—|

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