Plan Snapshot
- Plan Sponsor: Heart To Heart International, In
- Sponsor EIN: 481108359
- Sponsor Address: 11550 RENNER BLVD, LENEXA, KS, 66219
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 49 | $1.6M | $133,028 | $411,865 |
| 2023 | 226 | $2.2M | $125,484 | $370,599 |
| 2022 | 148 | $1.6M | $98,094 | $314,130 |
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 |
|---|---|---|---|---|
| BT&CO. P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO. P.A. — 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 | $32,710 | $11,384 | — | — | — |
| 2023 | $26,653 | $23,678 | — | — | — |
| 2022 | $17,628 | — | — | — | — |