Plan Snapshot
- Plan Sponsor: J.D. Heiskell Holdings, LLC
- Sponsor EIN: 770543702
- Sponsor Address: 1939 HILLMAN STREET, TULARE, CA, 93274
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 525 | $74.5M | $2.2M | $3.9M |
| 2023 | 542 | $63.7M | $2.0M | $4.1M |
| 2022 | 580 | $57.4M | $2.1M | $4.1M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — 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 | $114,418 | — | $58,602 | — | — |
| 2023 | $144,180 | — | $84,372 | — | — |
| 2022 | $150,157 | — | $120,012 | — | $30,145 |