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

> Heritage Millworks LLC's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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