Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Gas Natural
Gas Natural 401(k)
- Utilities
- Naperville, IL
- EIN 27-3003768
- 1 plan with Schedule H financials
- Plan year 2024
- Gas Natural Inc.
- filed as Hearthstone Utilities Inc.
Administrative expenses excluding investment management, per participant · Hearthstone Retirement Savings Plan · plan year 2024
$364.06
Higher than 92% of the 24,371 plans $10 to 50M that report it.
Source
= $105,942 / 291
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260331164908NAL0000476480001, received 2026-03-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260331164908NAL0000476480001, received 2026-03-31
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-07-01 to 2025-06-30, filing received 2026-03-31.
Cost and contributions
Administrative expenses per participant
$369.14
Higher than 82% of the 25,098 plans $10 to 50M that report it.
Source
= $107,420 / 291
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260331164908NAL0000476480001, received 2026-03-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260331164908NAL0000476480001, received 2026-03-31
Administrative expenses as a share of assets
0.475%
Higher than 79% of the 25,132 plans $10 to 50M that report it.
Source
= $107,420 / $22,638,529
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260331164908NAL0000476480001, received 2026-03-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260331164908NAL0000476480001, received 2026-03-31
Employer contributions per participant
$4,781
Higher than 90% of the 24,050 plans $10 to 50M that report it.
Source
= $1,391,166 / 291
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260331164908NAL0000476480001, received 2026-03-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260331164908NAL0000476480001, received 2026-03-31
Employer share of total contributions
54.1%
Higher than 95% of the 24,084 plans $10 to 50M that report it.
Source
= $1,391,166 / $2,572,295
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260331164908NAL0000476480001, received 2026-03-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260331164908NAL0000476480001, received 2026-03-31
Plan terms, as stated in Gas Natural Inc.'s SEC filings
Plan terms are described in Gas Natural Inc.'s SEC filings: Form 10-K filed 2017-03-16. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260331164908NAL0000476480001, received 2026-03-31
Full record, Hearthstone Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HEARTHSTONE UTILITIES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Plan name | HEARTHSTONE RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Sponsor EIN / plan number | 27-3003768 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Sponsor location | NAPERVILLE, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Industry (business code) | 221210, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Plan year | 2024-07-01 to 2025-06-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Filing received | 2026-03-31 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Participants, beginning of year | 355 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Active participants | 121 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Participants, end of year | 292 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Participants with an account balance | 291 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total assets, beginning of year | $22,561,814 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total assets, end of year | $22,638,529 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Net assets, end of year | $22,638,529 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total income | $5,007,201 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Net income | $1,501,510 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Employer contributions | $1,391,166 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Participant contributions | $1,096,929 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Other contributions (incl. rollovers) | $84,200 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total contributions | $2,572,295 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Benefit payments | $3,398,271 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total expenses (incl. benefit payments) | $3,505,691 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Total administrative expenses | $107,420 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Contract administrator fees | $88,329 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Investment advisory and management fees | $1,478 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Administrative expenses excluding investment management | $105,942 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Held in mutual funds | $20,696,942 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260331164908NAL0000476480001, received 2026-03-31 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260331164908NAL0000476480001, received 2026-03-31 |
Position = column in the DOL layout for form year 2024. Filing 20260331164908NAL0000476480001, received 2026-03-31.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITYrecordkeeper | SERVICE PROVIDER | 64 Recordkeeping fees | $92,008 | no |
| BAKER TILLY US, LLP | AUDITOR | 10 Accounting (including auditing) | $15,412 | no |
| GALLAGHER BENEFIT SERVICES INC | SERVICE PROVIDER | 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260331164908NAL0000476480001, received 2026-03-31.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $22,561,814 | $22,638,529 | 0.3% |
| Participants with a balance | 355 | 291 | -18.0% |
| Administrative expenses | $71,225 | $107,420 | 50.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,598,529 | $1,391,166 | -13.0% |
Prior filing 20250916161106NAL0002149825001, received 2025-09-16; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: HEARTHSTONE UTILITIES INC.; SEC registrant: Gas Natural Inc. (CIK 43350, matched by EIN).