# Herald Office Supply, INC 401(k) Plan
Source: https://planprovider.pro/companies/herald-office-supply-inc-401k-plan

> Herald Office Supply, INC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herald Office Supply, INC

- **Sponsor EIN:** 570782942

- **Sponsor Address:** 1108 E ROOSEVELT ST, DILLON, SC, 295363142

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

- **Total Participants:** 136

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|136|$8.1M|$33,998|$222,866|

| 2023|147|$7.9M|$32,336|$226,903|

| 2022|173|$7.2M|$36,055|$231,374|

## 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|

| MUNN & ASSOCIATES, PC|Auditor|$31,798|—|$31,798|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,798

- **Estimated Expense Ratio:** 0.391% 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|$72,871|$23,629|$17,444|$31,798|—|

| 2023|$39,648|$27,494|$12,154|—|—|

| 2022|$56,376|$24,993|$21,084|—|$10,299|

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