# Heartland Home Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heartland-home-services-inc-401k-plan

> Heartland Home Services, INC.'s 401(k) plan: 2,082 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heartland Home Services, INC.

- **Sponsor EIN:** 823319060

- **Sponsor Address:** 4101 SPARKS DRIVE SE, GRAND RAPIDS, MI, 49546

- **Plan Type:** 401(k)

- **Total Participants:** 2,082

- **Total Assets:** $79.8M

## 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|2,082|$79.8M|$3.8M|$9.6M|

| 2023|1,164|$39.6M|$2.7M|$5.0M|

| 2022|1,172|$11.6M|$1.3M|$2.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$168,543|—|$168,543|

| TOWERS WATSON INVESTMENT SERVICES|ADVISOR|$46,036|—|$46,036|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,579

- **Estimated Expense Ratio:** 0.269% 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|$218,790|$50,247|—|—|—|

| 2023|$178,226|$92,767|$84,599|—|—|

| 2022|$59,396|$34,384|$25,012|—|—|

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