Heroux Corp. 401(K) Retirement Plan — Form 5500 plan (Heroux Corp.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heroux Corp. 401(K) Retirement Plan is a benefit plan reported by Heroux Corp. under EIN 51-0304364 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $23,867,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heroux Corp.
- EIN
- 51-0304364
- Plan number
- 001
- Plan type
- 2
- Location
- Strongsville, OH
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $23,867,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20240909134315NAL0002395907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,867,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,867,591
- Net assets (BOY)
- $20,218,969
Income & contributions
- Employer contributions
- $544,713
- Participant contributions
- $1,422,954
- Total contributions
- $2,185,528
- Total income / additions
- $5,791,363
Expenses & distributions
- Benefits paid
- $2,070,252
- Administrative expenses
- $70,651
- Total expenses
- $2,142,741
- Net increase / (decrease)
- $3,648,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,009 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,088 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT ADVISOR | $14,554 | not reported in the loaded dataset | 2023 |