# Hero Dvo LLC 401(k) Plan
Source: https://planprovider.pro/companies/hero-dvo-llc-401k-plan

> Hero Dvo LLC's 401(k) plan: 1,140 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hero Dvo LLC

- **Sponsor EIN:** 472855247

- **Sponsor Address:** 2221 E. BIJOU STREET, STE. 100, COLORADO SPRINGS, CO, 80909

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

- **Total Participants:** 1,140

- **Total Assets:** $19.3M

## 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.|

| 2025|1,140|$19.3M|$0|$0|

| 2024|1,035|$14.6M|$496|$2.7M|

| 2023|925|$12.3M|$190,273|$2.3M|

| 2022|940|$9.2M|$0|$2.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$99,332|—|$99,332|

| WELLTH ADVISORY SERVICES LLC|ADVISOR|$35,645|—|$35,645|

| PW PARTNERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PW PARTNERS LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,977

- **Estimated Expense Ratio:** 0.698% 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|

| 2025|$134,977|$35,645|—|—|—|

| 2024|$139,280|$42,000|—|—|—|

| 2023|$25,626|—|—|—|—|

| 2022|$46,505|—|$46,505|—|—|

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