# Heartland Security Insurance Group DC Plan
Source: https://planprovider.pro/companies/heartland-security-insurance-group-plan-001

> Heartland Security Insurance Group's DC plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heartland Security Insurance Group

- **Sponsor EIN:** 752960792

- **Sponsor Address:** 501 SHELLEY DRIVE, TYLER, TX, 75701

- **Plan Type:** DC

- **Total Participants:** 206

- **Total Assets:** $16.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$16.6M|$533,441|$0|

| 2023|208|$16.5M|$482,000|$0|

| 2022|205|$16.8M|$482,000|$0|

## 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 & 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|$4,274|—|$4,274|—|—|

| 2023|$7,718|—|$7,718|—|—|

| 2022|$2,207|$2,207|—|—|—|

## Similar Plans

- [Fringe Benefit Group, INC.](https://planprovider.pro/companies/fringe-benefit-group-inc-401k-plan) — 209 participants

- [Title Resources Guaranty Company](https://planprovider.pro/companies/title-resources-guaranty-company-401k-plan) — 190 participants

- [Ethos Technologies, INC.](https://planprovider.pro/companies/ethos-technologies-inc-plan-001) — 181 participants

- [Hotchkiss Insurance Managers](https://planprovider.pro/companies/hotchkiss-insurance-managers-llc-401k-plan) — 173 participants

- [Insurance Zebra, INC.](https://planprovider.pro/companies/insurance-zebra-inc-401k-plan) — 243 participants

- [Bowen, Miclette & Britt Insurance Agency, LLC](https://planprovider.pro/companies/bowen-miclette-britt-insurance-agency-llc-401k-plan) — 246 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heartland-security-insurance-group-plan-001)

© 2026 PlanProvider.Pro