Plan Ledger DOL Form 5500 · updated monthly

Travelers Immigrants Aid S Heartland Alliance for Human Needs and HumaDC plan

TRAVELERS & IMMIGRANTS AID'S HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMAN RIGHTS SAFE-HARBOR 401K PROFIT-SHARING PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma reported $113,864 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,610 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 0.32% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,035th-largest of 3,702 plans among Illinois employers on file, and the 2,122nd of 11,911 in health care & social assistance. In 2023, employees put in $1.89 for every $1.00 the employer contributed; active participation has shrunk from 1,176 to 1,057 since 2022.

Plan summary
Net assets, end of year$42,665,431
Participants with balances1,675
Active participants1,057
Employer contributions$1,701,837
Employee contributions$3,211,789
Employer contribution per active participant$1,610
Average account balance$25,472
Benefits paid to participants$5,217,916
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$15.0M · 927 accts · $579K emplr
2023$42.7M · 1,675 accts · $1.7M emplr
2022$35.7M · 1,837 accts · $1.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$113,864
Total administrative$113,864
Employer contributions to the Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plan · 2023
Employer contribution per active participant$1,610
Median for plans this size$2,440
2024$6,979 per active participant
2023$1,610 per active participant
2022$1,563 per active participant

Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK · Recordkeeping · Loan processing$113,864

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025Not separately reported
2024$164,369 · 0.57%
2023$113,864 · 0.29%
2022$126,114 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Pediatrust, LLC IL$43.3M · 0.12%
Kirby Medical Center IL$42.4M · 0.37%
Start Early IL$41.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361877640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.