# Great Hearts America 401(k) Plan
Source: https://planprovider.pro/companies/great-hearts-academies-401k-plan

> Great Hearts America's 401(k) plan: 2,812 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Great Hearts America

- **Sponsor EIN:** 202036133

- **Sponsor Address:** 701 N 44TH STREET, PHOENIX, AZ, 85008

- **Plan Type:** 401(k)

- **Total Participants:** 2,812

- **Total Assets:** $50.1M

## 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|2,812|$50.1M|$1.1M|$6.1M|

| 2023|3,247|$40.3M|$1.3M|$4.8M|

| 2022|2,496|$30.6M|$1.2M|$4.7M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$195,536|—|$195,536|

| FESTER & CHAPMAN, P.C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FESTER & CHAPMAN, P.C](https://planprovider.pro/provider/fester-and-chapman-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,536

- **Estimated Expense Ratio:** 0.391% of plan assets

### 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|$195,536|—|$195,536|—|—|

| 2023|$170,822|—|$164,452|—|—|

| 2022|$208,820|—|$196,665|—|$12,155|

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