Plan Snapshot
- Plan Sponsor: Heartland Security Insurance Group, INC.
- Sponsor EIN: 752960792
- Sponsor Address: 501 SHELLEY DR, TYLER, TX, 75701
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 250 | $21.0M | $99,981 | $1.3M |
| 2023 | 227 | $19.3M | $100,000 | $1.1M |
| 2022 | 235 | $18.8M | $75,038 | $893,733 |
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 |
|---|---|---|---|---|
| PROTHRO, WILHELMI AND COMPANY | 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 | $56,798 | $31,436 | — | — | — |
| 2023 | $53,439 | $29,724 | — | — | — |
| 2022 | $54,801 | $1,769 | — | — | — |