Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma
  • Sponsor EIN: 361877640
  • Sponsor Address: 4822 BROADWAY, CHICAGO, IL, 60640
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
202483$15.0M$579,259$1.1M
20231,057$42.7M$1.7M$3.2M
20221,176$35.7M$1.8M$3.2M

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
JOHN HANCOCKRETAINED BY EMPLOYER$117,969$117,969
SIKICH CPA LLCRETAINED BY EMPLOYER$46,400$46,400

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

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

  • Total Service Provider Fees: $164,369

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
2025$16,562$16,562
2024$164,369$117,969$46,400
2023$113,864$113,864
2022$126,114$126,114

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