# Heritage Insurance Holdings, INC 401(k) Plan
Source: https://planprovider.pro/companies/heritage-insurance-holdings-inc-401k-plan

> Heritage Insurance Holdings, INC's 401(k) plan: 540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Insurance Holdings, INC

- **Sponsor EIN:** 455338504

- **Sponsor Address:** 1401 N WESTSHORE BLVD, TAMPA, FL, 33607

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

- **Total Participants:** 540

- **Total Assets:** $36.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|540|$36.3M|$2.1M|$3.0M|

| 2023|501|$29.9M|$1.3M|$2.6M|

| 2022|520|$24.0M|$1.3M|$2.7M|

## 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|

| MORGAN STANLEY|NONE|$84,242|—|$84,242|

| EMPOWER ANNUITY INS CO OF AMER|NONE|$54,933|—|$54,933|

| FLORIDA RETIREMENT CONSULTANTS|NONE|$29,728|—|$29,728|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,903

- **Estimated Expense Ratio:** 0.466% 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|$168,785|$93,743|$29,728|—|—|

| 2023|$133,889|$70,574|$26,136|—|—|

| 2022|$17,147|$6,789|$10,358|—|—|

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