# Heritage Tractor, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-tractor-inc-401k-plan

> Heritage Tractor, INC.'s 401(k) plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Tractor, INC.

- **Sponsor EIN:** 481194280

- **Sponsor Address:** 800 INDUSTRIAL PARK ROAD, BALDWIN CITY, KS, 66006

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

- **Total Participants:** 687

- **Total Assets:** $61.4M

## 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|687|$61.4M|$1.2M|$2.9M|

| 2023|487|$24.3M|$880,729|$2.3M|

| 2022|487|$19.2M|$839,358|$2.1M|

## 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|

| MARINER, LLC|INVESTMENT ADVISOR|$53,535|—|$53,535|

| THE VANGUARD GROUP|RECORDKEEPER|$51,614|—|$51,614|

| ERISA SERVICES MIDWEST LLC|CONTRACT ADMIN|$28,164|—|$28,164|

| ERISA SERVICES OF ALABAMA|CONTRACT ADMIN|$13,993|—|$13,993|

| KCOE ISOM, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,306

- **Estimated Expense Ratio:** 0.240% 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|$123,247|—|$123,247|—|—|

| 2023|$104,732|—|$104,732|—|—|

| 2022|$96,774|—|—|—|$96,774|

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