Ohio Heartland Community Action Commission 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ohio Heartland Community Action Commission
  • Sponsor EIN: 340978820
  • Sponsor Address: PO BOX 779, MARION, OH, 43301
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 174
  • Total Assets: $3.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023174$3.5M$177,619$147,218
2022167$3.2M$160,205$108,241

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