# Heraeus Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/heraeus-incorporated-401k-plan

> Heraeus Incorporated's 401(k) plan: 1,929 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$160,847|—|$160,847|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,847

- **Estimated Expense Ratio:** 0.050% 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|$161,896|—|$161,896|—|—|

| 2023|$216,092|—|$216,092|—|—|

| 2022|$223,413|—|$223,413|—|—|

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