Plan Snapshot
- Plan Sponsor: Heraeus Incorporated
- Sponsor EIN: 222209713
- Sponsor Address: 770 TOWNSHIP LINE RD, YARDLEY, PA, 19067
- Plan Type: 401(k)
- Total Participants: 1,929
- Total Assets: $318.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,929 | $318.9M | $8.3M | $15.8M |
| 2023 | 1,975 | $291.6M | $8.4M | $15.9M |
| 2022 | 1,898 | $243.0M | $7.3M | $14.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 |
|---|---|---|---|---|---|
| 2024 | $161,896 | — | $161,896 | — | — |
| 2023 | $216,092 | — | $216,092 | — | — |
| 2022 | $223,413 | — | $223,413 | — | — |