# Heritage'S Dairy Stores, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-s-dairy-stores-inc-401k-plan

> Heritage'S Dairy Stores, INC.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage'S Dairy Stores, INC.

- **Sponsor EIN:** 210717632

- **Sponsor Address:** 376 JESSUP ROAD, THOROFARE, NJ, 080862130

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

- **Total Participants:** 135

- **Total Assets:** $6.7M

## 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|135|$6.7M|$214,199|$320,352|

| 2023|202|$5.8M|$210,071|$326,727|

| 2022|144|$4.9M|$179,050|$294,900|

## 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|

| BARSZ GOWIE AMON FULTZ LLC|Auditor|$9,685|—|$9,685|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,685

- **Estimated Expense Ratio:** 0.144% of plan assets

### 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|$50,110|$20,198|—|$9,685|—|

| 2023|$44,749|$17,999|—|$8,815|—|

| 2022|$45,677|—|—|—|—|

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