Plan Ledger DOL Form 5500 · updated monthly

Heartland Community Health Clinic, Inc.401(k)

HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Heartland Community Health Clinic, Inc. reported $48,679 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,807 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 0.75% to 0.79%. 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 Illinois (2,791st of 3,702), and 7,150th of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,405,728
Participants with balances139
Active participants193
Employer contributions$348,733
Employee contributions$537,456
Employer contribution per active participant$1,807
Average account balance$46,084
Benefits paid to participants$1,107,057
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 139 accts · $349K emplr
2023$5.9M · 155 accts · $294K emplr
2022$4.7M · 143 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,406
Investment management$36,273
Total administrative$48,679
The Heartland Community Health Clinic, Inc. 401(k) match · 2024
Employer contribution per active participant$1,807
Median for plans this size$1,313
2024$1,807 per active participant
2023$1,457 per active participant
2022$1,290 per active participant

Heartland Community Health Clinic, Inc.'s 2024 employer contribution ran above 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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$12,406
LPL FINANCIAL LLC · Investment advisory (plan)$36,273

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,679 · 0.79%
2023$40,544 · 0.77%
2022$36,826 · 0.75%
Similar plansHealth Care & Social Assistance · Illinois
Suburban Access, Inc. IL$6.6M · 0.02%
Nocd, Inc. IL$6.5M · 0.52%
Aspire of Illinois IL$6.4M · 0.85%
Carle Health IL$6.4M · 0.08%
King-Bruwaert House IL$6.4M · 0.10%
North Shore Senior Center IL$6.4M · 0.22%
Westminster Village, Inc. IL$6.4M · 0.65%
La Cross Dental LLC IL$6.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371270794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.