Plan Snapshot
- Plan Sponsor: Heartland Energy Partners
- Sponsor EIN: 271166675
- Sponsor Address: 6720 CURRAN ST., MCLEAN, VA, 22101
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $4.1M
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 | 180 | $4.1M | $139,287 | $308,437 |
| 2023 | 118 | $3.5M | $182,229 | $363,593 |
| 2022 | 99 | $2.6M | $274,853 | $297,049 |
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 | $17,343 | — | $17,343 |
| THE HAVERFORD TRUST COMPANY | INVESTMENT ADVISORY | $15,781 | $2 | $15,783 |
| PRIME BENEFITS, INC. | CONTRACT ADMINISTRATOR | $5,752 | $1,574 | $7,326 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,452
- Estimated Expense Ratio: 0.984% 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 | $38,876 | $15,781 | $23,095 | — | — |
| 2023 | $30,937 | — | — | — | — |
| 2022 | $21,618 | $4,353 | $17,265 | — | — |