Plan Snapshot
- Plan Sponsor: Heritage Millworks LLC
- Sponsor EIN: 464340824
- Sponsor Address: 588 LOFTY HEIGHTS RD, CLAY CITY, KY, 403129537
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $969,639
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 | 161 | $969,639 | $222,489 | $294,798 |
| 2023 | 143 | $181,113 | $78,971 | $99,817 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,389 | $800 | $7,729 | — | — |
| 2023 | $1,593 | $28 | $1,500 | — | — |