Plan Snapshot
- Plan Sponsor: Heartland Family Service
- Sponsor EIN: 470390618
- Sponsor Address: 2101 SOUTH 42ND STREET, OMAHA, NE, 68105
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 416 | $13.3M | $688,536 | $740,827 |
| 2023 | 409 | $11.1M | $602,798 | $662,510 |
| 2022 | 450 | $9.3M | $618,720 | $661,883 |
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 |
|---|---|---|---|---|
| FRANKEL LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKEL LLC — Auditor
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 | $46,169 | $14,916 | $31,253 | — | — |
| 2024 | $23,908 | $9,418 | $14,490 | — | — |
| 2023 | $13,425 | — | $6,425 | $7,000 | — |
| 2022 | $4,175 | — | $4,175 | — | — |