# Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma 401(k) Plan
Source: https://planprovider.pro/companies/travelers-immigrants-aid-s-heartland-alliance-for-human-needs-and-huma-plan

> Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks fr…

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

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

| 2025|0|$0|$0|$0|

| 2024|83|$15.0M|$579,259|$1.1M|

| 2023|1,057|$42.7M|$1.7M|$3.2M|

| 2022|1,176|$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 HANCOCK|RETAINED BY EMPLOYER|$117,969|—|$117,969|

| SIKICH CPA LLC|RETAINED BY EMPLOYER|$46,400|—|$46,400|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — RETAINED BY EMPLOYER

## 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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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/travelers-immigrants-aid-s-heartland-alliance-for-human-needs-and-huma-plan)

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