Plan Snapshot
- Plan Sponsor: Heartland Healthcare Providers, INC.
- Sponsor EIN: 473209859
- Sponsor Address: 15534 COLLEGE BOULEVARD, LENEXA, KS, 66219
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $3.4M
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. |
|---|---|---|---|---|
| 2024 | 334 | $3.4M | -$6,238 | $191,004 |
| 2023 | 44 | $3.5M | $127,128 | $482,789 |
| 2022 | 119 | $3.0M | $575,447 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $16,494 | — | $16,494 | — | — |
| 2023 | $45,058 | — | $45,058 | — | — |
| 2022 | $28,216 | — | $28,216 | — | — |