Plan Snapshot
- Plan Sponsor: Heartland Automotive, LLC
- Sponsor EIN: 352026865
- Sponsor Address: 300 S WARREN DR, GREENCASTLE, IN, 46135
- Plan Type: 401(k)
- Total Participants: 593
- Total Assets: $13.1M
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 | 593 | $13.1M | $487,954 | $943,119 |
| 2023 | 548 | $11.4M | $510,817 | $932,311 |
| 2022 | 488 | $9.3M | $509,464 | $829,028 |
| 2021 | 511 | $10.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| WABASH CAPITAL | Investment Advisor | $63,617 | — | $63,617 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $39,535 | — | $39,535 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,152
- Estimated Expense Ratio: 0.788% 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 | $82,624 | $34,294 | — | — | — |
| 2023 | $127,171 | $52,894 | — | — | — |
| 2022 | $75,412 | — | $75,412 | — | — |
| 2021 | $79,182 | — | $79,182 | — | — |