# Heritage Hr LLC 401(k) Plan
Source: https://planprovider.pro/companies/heritage-hr-llc-plan

> Heritage Hr LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Heritage Hr LLC

- **Sponsor EIN:** 274058667

- **Sponsor Address:** 16934 FRANCES STREET, OMAHA, NE, 68130

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|0|$0|$545,935|$1.0M|

| 2023|936|$8.7M|$499,169|$923,269|

| 2022|733|$6.7M|$431,900|$741,407|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$71,880|—|$71,880|

| BAM ADVISOR SERVICES|ADVISOR|$61,032|—|$61,032|

| LUTZ & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUTZ & COMPANY, P.C.](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,912

### 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|$77,961|$29,603|$30,691|—|—|

| 2023|$70,014|$30,516|$24,788|—|—|

| 2022|$66,014|$29,167|$33,550|—|$3,297|

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