Plan Ledger DOL Form 5500 · updated monthly

Heartland Center for Behavioral Cha401(k)

HEARTLAND CENTER FOR BEHAVIORAL CHANGE 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
2.03%

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

Heartland Center for Behavioral Cha reported $40,300 in plan administrative expenses for 2024: 2.03% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,230 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 3 years on file its reported administrative ratio has held roughly steady near 2.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,246th of 1,393), and 9,910th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 141 to 164 since 2022.

Plan summary
Net assets, end of year$2,154,841
Participants with balances231
Active participants164
Employer contributions$201,719
Employee contributions$312,980
Employer contribution per active participant$1,230
Average account balance$9,328
Benefits paid to participants$367,492
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 231 accts · $202K emplr
2023$1.8M · 189 accts · $191K emplr
2022$1.4M · 177 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,750
Investment management$8,550
Total administrative$40,300
The Heartland Center for Behavioral Cha 401(k) match · 2024
Employer contribution per active participant$1,230
Median for plans this size$1,313
2024$1,230 per active participant
2023$1,210 per active participant
2022$1,458 per active participant

Heartland Center for Behavioral Cha's 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$28,038

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
2023Alerus

This plan has changed recordkeepers within these filings. If you left Heartland Center for Behavioral Cha before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,300 · 2.03%
2023$26,693 · 1.68%
2022$26,662 · 2.09%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
The Whole Person Inc. MO$2.3M · 0.26%
Austen-Dooley Company MO$2.2M · 0.07%
Sunnyhill, Inc. MO$2.0M · 0.97%
Willows Way, Inc. MO$2.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431262765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.