Plan Ledger DOL Form 5500 · updated monthly

Heartland Dental, LLC401(k)

HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN · EFFINGHAM, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

Heartland Dental, LLC reported $1,285,234 in plan administrative expenses for 2024: 0.12% of average plan assets, higher than ~75% of peers. 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 fell from 0.15% to 0.12%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 88th-largest of 3,702 plans among Illinois employers on file, and the 164th of 11,911 in health care & social assistance. active participation has grown from 18,531 to 20,969 since 2022.

Plan summary
Net assets, end of year$1,136,729,226
Participants with balances27,330
Active participants20,969
Employer contributions—
Employee contributions$88,849,115
Employer contribution per active participant—
Average account balance$41,593
Benefits paid to participants$84,140,987
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 27,330 accts
2023$997.0M · 25,021 accts · $2K emplr
2022$847.3M · 25,945 accts
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 · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$1,088,610
FIDUCIARY ADVISORS INC · Consulting$132,500
MILLIMAN, INC. · Legal$40,000
VANGUARD ADVISERS INC. · Investment advisory (participants)$29,074
MH CPA PLLC · Legal$24,500

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$1,285,234 · 0.12%
2023$1,771,931 · 0.19%
2022$1,188,464 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Edward-Elmhurst Healthcare IL$938.4M · 0.07%
Mercy Health Corporation IL$827.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010854205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.