Plan Snapshot
- Plan Sponsor: Heinzerling Community
- Sponsor EIN: 310668084
- Sponsor Address: 1800 HEINZERLING DR, COLUMBUS, OH, 432233642
- Plan Type: 403(b)
- Total Participants: 466
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 466 | $12.0M | $372,916 | $758,064 |
| 2023 | 444 | $10.5M | $324,201 | $654,555 |
| 2022 | 344 | $8.5M | $328,935 | $665,849 |
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 |
|---|---|---|---|---|
| PLANTE MORAN LLC | 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 | $64,007 | — | $64,007 | — | — |
| 2023 | $51,429 | — | $51,429 | — | — |
| 2022 | $53,747 | — | $53,747 | — | — |