Plan Snapshot
- Plan Sponsor: Heritage Restaurant Management Group LLC
- Sponsor EIN: 455571856
- Sponsor Address: 6 MICHIGAN AVE STE D, VALPARAISO, IN, 46383
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $356,146
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 122 | $356,146 | $85,667 | $184,411 |
| 2023 | 141 | $79,841 | $24,546 | $50,615 |
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 |
|---|---|---|---|---|
| SCHMITT & KAYLOR CPAS | 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 | $1,032 | $1,032 | — | — | — |
| 2023 | — | — | — | — | — |