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

> Heritage Operating LLC's 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Operating LLC

- **Sponsor EIN:** 824968837

- **Sponsor Address:** 2217 HWY 394, STE A, BLOUNTVILLE, TN, 37617

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

- **Total Participants:** 360

- **Total Assets:** $7.7M

## 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|360|$7.7M|$238,158|$550,147|

| 2023|343|$7.8M|$267,785|$566,209|

| 2022|259|$6.5M|$204,419|$414,983|

## 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|

| COULTER & JUSTUS|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|$20,971|$14,821|$5,500|—|—|

| 2023|$24,288|—|$24,288|—|—|

| 2022|$20,365|—|—|—|$20,365|

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