Heartland Healthcare Providers 401(k) Savings Plan
Sponsored by Heartland Healthcare Providers, Inc. · EIN 473209859 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 334
- With balances
- 299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,297 |
| Farmer & Betts, Inc | Contract administrator, Direct payment from the plan, Other services | $10,125 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |