Plan Snapshot
- Plan Sponsor: Heart City Health Center INC.
- Sponsor EIN: 351875364
- Sponsor Address: 236 SIMPSON AVENUE, ELKHART, IN, 465164666
- Plan Type: 403(b)
- Total Participants: 75
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $3.5M | $130,360 | $324,315 |
| 2023 | 161 | $3.4M | $98,877 | $343,526 |
| 2022 | 148 | $2.7M | $97,999 | $349,944 |
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 | $20,273 | — | $20,273 | — | — |
| 2023 | $3,746 | — | $3,746 | — | — |
| 2022 | $5,765 | — | $5,765 | — | — |