# The Heritage Group Health Plan Benefits Committee 401(k) Plan
Source: https://planprovider.pro/companies/the-heritage-group-health-plan-benefits-committee-351448549-601

> The Heritage Group Health Plan Benefits Committee's 401(k) plan: 3,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Heritage Group Health Plan Benefits Committee

- **Sponsor EIN:** 351448549

- **Sponsor Address:** 6640 INTECH BLVD, INDIANAPOLIS, IN, 46278

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

- **Plan Number:** 601

- **Total Participants:** 3,148

- **Total Assets:** $5.5M

## 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|3,148|$5.5M|$63.3M|$11.3M|

## 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|

| LHD BENEFIT ADVISORS|Other Service Provider|$184,740|—|$184,740|

| ST VINCENT HEALTH W&P CARE INST INC|Other Service Provider|$86,919|—|$86,919|

| MERCER HEALTH & BENEFITS, LLC|Other Service Provider|$79,100|—|$79,100|

| GCG FINANCIAL LLC|Other Service Provider|$40,000|—|$40,000|

| ALTERNATIVE HEALTH SOLUTIONS, LLC|Other Service Provider|$36,000|—|$36,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $426,759

- **Estimated Expense Ratio:** 7.771% 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|$684,126|—|$228,741|$26,500|—|

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