Plan Snapshot
- Plan Sponsor: Heartland Healthcare Services
- Sponsor EIN: 341766299
- Sponsor Address: 4755 SOUTH AVENUE, TOLEDO, OH, 43615
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $0
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 | 154 | $0 | $0 | $0 |
| 2023 | 0 | $1.8M | $177,174 | $693,762 |
| 2022 | 277 | $23.7M | $409,959 | $1.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $139,624 | $11,786 | $151,410 |
| VENTURE VISIONARY PARTNERS LLC | Investment Advisor | $109,994 | — | $109,994 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- VENTURE VISIONARY PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,404
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 | $26,330 | — | $26,330 | — | — |
| 2023 | $124,816 | — | $69,819 | $54,997 | — |
| 2022 | $108,331 | — | $108,331 | — | — |