Plan Snapshot
- Plan Sponsor: Heritage Petroleum, LLC
- Sponsor EIN: 352152995
- Sponsor Address: 516 N. SEVENTH AVENUE, EVANSVILLE, IN, 47719
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $10.0M
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 | 231 | $10.0M | $472,713 | $826,890 |
| 2023 | 206 | $8.1M | $450,780 | $786,719 |
| 2022 | 189 | $6.8M | $440,144 | $748,796 |
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 |
|---|---|---|---|---|
| HARDING SHYMANSKI AND CO PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING SHYMANSKI AND CO PSC — Auditor
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 | $40,865 | $20,000 | $20,865 | — | — |
| 2023 | $58,728 | $20,000 | $19,353 | $19,375 | — |
| 2022 | $47,117 | $20,000 | $18,622 | — | — |