# Heritage Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heritage-companies-llc-854294289-001

> Heritage Companies, LLC's 401(k) plan: 772 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Companies, LLC

- **Sponsor EIN:** 854294289

- **Sponsor Address:** PO BOX 668, DOWNEY, CA, 90241

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

- **Plan Number:** 001

- **Total Participants:** 772

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|772|$34.2M|$901,294|$2.0M|

| 2023|928|$30.5M|$760,644|$1.7M|

| 2022|738|$24.4M|$650,537|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$23,851|—|$23,851|

| FIDUCIARY EXPERTS LLC|Investment Advisor|$15,000|—|$15,000|

| FRAZER, LLP|Auditor|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [FRAZER, LLP](https://planprovider.pro/provider/frazer-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,851

- **Estimated Expense Ratio:** 0.128% 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|$43,626|$15,000|—|$5,000|—|

| 2023|$22,473|$15,000|—|—|—|

| 2022|$10,337|—|—|—|—|

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