Plan Ledger DOL Form 5500 · updated monthly

Heartland Human Care Services, Inc.401(k)

HEARTLAND HUMAN CARE SERVICES 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Heartland Human Care Services, Inc. reported $2,307 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $972 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.

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 (3,007th of 3,702), and 8,188th of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,554,514
Participants with balances674
Active participants623
Employer contributions$605,388
Employee contributions$564,690
Employer contribution per active participant$972
Average account balance$6,757
Benefits paid to participants$35,843
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,194
Investment management$113
Total administrative$2,307
The Heartland Human Care Services, Inc. 401(k) match · 2024
Employer contribution per active participant$972
Median for plans this size$1,313

Heartland Human Care Services, Inc.'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
JOHN HANCOCK · Recordkeeping · Loan processing$2,194

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

Administrative cost history1
2024$2,307 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Bridgeway, Inc. IL$4.6M · 1.37%
Macon Resources Inc IL$4.5M · 0.95%
The Josselyn Center, Nfp IL$4.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364053244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.