Plan Snapshot
- Plan Sponsor: Heart Of Cardon LLC
- Sponsor EIN: 261192696
- Sponsor Address: 11313 USA PARKWAY SUITE E 148, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 2,723
- Total Assets: $36.8M
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 | 2,723 | $36.8M | $196,361 | $4.7M |
| 2023 | 2,659 | $33.5M | $289,057 | $4.1M |
| 2022 | 2,398 | $28.3M | $301,454 | $3.8M |
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 |
|---|---|---|---|---|
| BLUE & CO.LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO.LLC — 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 | $278,517 | — | — | — | — |
| 2023 | $220,894 | — | — | — | — |
| 2022 | $121,348 | — | $121,348 | — | — |