Plan Snapshot
- Plan Sponsor: Heartland Community Health Clinic, INC.
- Sponsor EIN: 371270794
- Sponsor Address: 2214 N UNIVERSITY ST., PEORIA, IL, 616043221
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 193 | $6.4M | $348,733 | $537,456 |
| 2023 | 202 | $5.9M | $294,347 | $610,613 |
| 2022 | 197 | $4.7M | $254,150 | $542,115 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $36,273 | — | $36,273 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $12,406 | — | $12,406 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,679
- Estimated Expense Ratio: 0.760% 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 | $48,679 | $36,273 | $5,746 | — | — |
| 2023 | $40,544 | $30,398 | $4,466 | — | — |
| 2022 | $36,826 | $27,934 | $8,892 | — | — |