Plan Snapshot
- Plan Sponsor: The Heritage Automotive Group, INC.
- Sponsor EIN: 030284529
- Sponsor Address: 30 GREEN MOUNTAIN DRIVE, SOUTH BURLINGTON, VT, 05403
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $24.8M
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 | 315 | $24.8M | $729,074 | $1.4M |
| 2023 | 358 | $23.7M | $689,684 | $1.4M |
| 2022 | 358 | $20.1M | $694,754 | $1.4M |
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 |
|---|---|---|---|---|
| A.M. PEISCH & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- A.M. PEISCH & COMPANY, LLP — 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 | $147,835 | $94,569 | $53,266 | — | — |
| 2023 | $132,103 | $84,416 | $47,687 | — | — |
| 2022 | $121,735 | $79,402 | $42,333 | — | — |