Plan Snapshot
- Plan Sponsor: Heartland Bank
- Sponsor EIN: 314159950
- Sponsor Address: 430 N HAMILTON RD, WHITEHALL, OH, 43213
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 253 | $27.6M | $753,560 | $1.8M |
| 2023 | 319 | $21.2M | $785,995 | $1.8M |
| 2022 | 290 | $17.9M | $772,827 | $1.7M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & CO. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $36,737 | — | $36,737 | — | — |
| 2024 | $111,001 | — | $111,001 | — | — |
| 2023 | $102,208 | — | $102,208 | — | — |
| 2022 | $103,953 | — | $103,953 | — | — |