# Heart Of Cardon LLC 401(k) Plan
Source: https://planprovider.pro/companies/heart-of-cardon-llc-401k-plan

> Heart Of Cardon LLC's 401(k) plan: 2,723 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$278,517|—|$278,517|

| BLUE & CO.LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & CO.LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $278,517

- **Estimated Expense Ratio:** 0.758% 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|$278,517|—|—|—|—|

| 2023|$220,894|—|—|—|—|

| 2022|$121,348|—|$121,348|—|—|

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