Plan Snapshot
- Plan Sponsor: Heritage Ministries Charitable Care Network, INC.
- Sponsor EIN: 261454957
- Sponsor Address: 4600 ROUTE 60, GERRY, NY, 14747
- Plan Type: 403(b)
- Total Participants: 699
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 699 | $15.6M | $260,397 | $1.4M |
| 2023 | 964 | $15.9M | $484,749 | $1.5M |
| 2022 | 1,313 | $15.2M | $378,487 | $1.3M |
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 |
|---|---|---|---|---|
| FREED MAXICK,P.C. | 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 | $104,875 | $6,483 | — | — | — |
| 2023 | $33,315 | — | — | — | — |
| 2022 | $73,747 | — | — | — | $73,747 |