Plan Ledger DOL Form 5500 · updated monthly

Heifer Project International403(b)

HEIFER INTERNATIONAL 403(B) PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Heifer Project International reported $180,557 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $6,532 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 0.33% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 74th-largest of 456 plans among Arkansas employers on file, and the 1,763rd of 11,911 in health care & social assistance. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,679,933
Participants with balances340
Active participants225
Employer contributions$1,469,620
Employee contributions$1,966,196
Employer contribution per active participant$6,532
Average account balance$157,882
Benefits paid to participants$3,231,242
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$53.7M · 340 accts · $1.5M emplr
2023$46.3M · 358 accts · $1.6M emplr
2022$38.8M · 362 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,327
Investment management$102,230
Total administrative$180,557
Employer contributions to the Heifer Project International plan · 2024
Employer contribution per active participant$6,532
Median for plans this size$2,416
2024$6,532 per active participant
2023$6,741 per active participant
2022$4,687 per active participant

Heifer Project International's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 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$78,327
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$102,230

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$180,557 · 0.36%
2023$151,334 · 0.36%
2022$141,091 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Arkansas
Orthoarkansas, P.A. AR$61.1M · 0.15%
Stein & Associates, LLC AR$49.8M · 0.34%
Narmc AR$49.8M · 0.30%
Arcare AR$49.0M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351019477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.