Heart to Heart International, in 401(k) match, vesting and fees
What Heart to Heart International, in's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Bt&Co. P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Heart to Heart International, in: employer contribution per participant | $2,608 | |
| Peer median | $2,023 |
| Heart to Heart International, in: average balance | $31,914 | |
| Peer median | $61,526 |
| Heart to Heart International, in: admin expenses ÷ assets | 1.73% | |
| Peer median | 0.44% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.5M at the end of plan year 2021 to $1.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 67 | $1.6M | $133K | $2,608 | 1.73% | Not published | Form 5500 ↗ |
| 2023 | 241 | $2.2M | $125K | $1,130 | 1.42% | Not published | Form 5500 ↗ |
| 2022 | 164 | $1.6M | $98K | $1,168 | 1.15% | Not published | Form 5500 ↗ |
| 2021 | 114 | $1.5M | $64K | $1,310 | 1.34% | Not published | 5500-SF ↗ |
Common questions
Does Heart to Heart International, in match 401(k) contributions?
The match terms for the Heart to Heart International, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $133K in employer contributions, about $2,608 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heart to Heart International, in 401(k) match vested?
The vesting schedule for the Heart to Heart International, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heart to Heart International, in 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Heart to Heart International, in.
I left Heart to Heart International, in. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heart to Heart International, in, (913) 764-5200) or the recordkeeper, ADP, Inc.. The Heart to Heart International, in old 401(k) page lists the contacts from every plan filing. Find an old Heart to Heart International, in 401(k)
Data from the public Form 5500 annual reports Heart to Heart International, in filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Heart to Heart International, in. Not financial advice. Report a correction · Methodology