# Heartland Cardiology, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heartland-cardiology-llc-401k-plan

> Heartland Cardiology, LLC's 401(k) plan: 107 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Heartland Cardiology, LLC

- **Sponsor EIN:** 474428708

- **Sponsor Address:** 3535 N. WEBB ROAD, WICHITA, KS, 67226

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|107|$13.7M|$1.0M|$542,475|

| 2022|118|$17.2M|$1.1M|$546,111|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$32,454|—|$32,454|

| COMPENSATION BENEFIT PLANNING|CONTRACT ADMINISTRATOR|$22,792|$3,492|$26,284|

| REGIER CARR & MONROE, LLP, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [REGIER CARR & MONROE, LLP, CPAS](https://planprovider.pro/provider/regier-carr-and-monroe-llp-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,738

- **Estimated Expense Ratio:** 0.428% 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|

| 2023|$144,961|—|$1,935|—|—|

| 2022|$132,112|$129,107|—|—|$3,005|

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