Plan Ledger DOL Form 5500 · updated monthly

Heart to Heart International, In401(k)

HEART TO HEART INTERNATIONAL, INC. 401(K) PLAN · LENEXA, KS · plan year 2023

Reported admin expense ratio · 2023
1.42%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Heart to Heart International, In reported $26,653 in plan administrative expenses for 2023: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $555 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 1.15% to 1.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kansas (751st of 828), and 9,916th of 11,911 in health care & social assistance. In 2023, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 148 to 226 since 2022.

Plan summary
Net assets, end of year$2,151,213
Participants with balances111
Active participants226
Employer contributions$125,484
Employee contributions$370,599
Employer contribution per active participant$555
Average account balance$19,380
Benefits paid to participants$239,624
Plan auditUnmodified (clean) audit opinion
AuditorBT&CO.
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 51 accts · $133K emplr
2023$2.2M · 111 accts · $125K emplr
2022$1.6M · 84 accts · $98K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,975
Investment management$23,678
Total administrative$26,653
The Heart to Heart International, In 401(k) match · 2023
Employer contribution per active participant$555
Median for plans this size$1,308
2024$2,715 per active participant
2023$555 per active participant
2022$663 per active participant

Heart to Heart International, In's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$17,261
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$9,391

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$32,710 · 1.73%
2023$26,653 · 1.42%
2022$17,628 · 1.15%
Similar plansHealth Care & Social Assistance · Kansas
Goodlife Innovations KS$2.8M · 0.33%
Mirror, Inc. KS$2.4M · 1.17%
Wesley Towers, Inc. KS$2.0M · 0.66%
Bethany Home Association KS$2.0M · 0.17%
Kmh KS$1.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481108359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.