Plan Snapshot
- Plan Sponsor: Warm Hearth, INC.
- Sponsor EIN: 237378013
- Sponsor Address: 2607 WARM HEARTH DRIVE, BLACKSBURG, VA, 24060
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $4.6M
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 | 183 | $4.6M | $145,576 | $297,597 |
| 2023 | 157 | $3.9M | $126,575 | $284,771 |
| 2022 | 160 | $4.1M | $109,981 | $248,672 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $26,223 | — | $2,476 | — | — |
| 2023 | $17,438 | $1,551 | — | — | — |
| 2022 | $20,541 | $9,064 | $11,477 | — | — |