Plan Snapshot
- Plan Sponsor: North American Heritage Services, INC.
- Sponsor EIN: 030356103
- Sponsor Address: 771 W MAIN ST., LEXINGTON, KY, 40508
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $15.2M
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 | 123 | $15.2M | $254,351 | $650,256 |
| 2023 | 119 | $13.3M | $257,830 | $703,777 |
| 2022 | 128 | $11.4M | $250,808 | $631,933 |
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 |
|---|---|---|---|---|
| KENDRA G. MELNYK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KENDRA G. MELNYK, CPA — 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 | $7,792 | $2,858 | $4,934 | — | — |
| 2023 | $7,182 | $2,440 | $4,742 | — | — |
| 2022 | $6,112 | $2,351 | $3,761 | — | — |