Heartland Alliance Health 401(k) match, vesting and fees
What Heartland Alliance Health'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 | John Hancock | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Heartland Alliance Health: employer contribution per participant | $1,281 | |
| Peer median | $1,468 |
| Heartland Alliance Health: average balance | $51,413 | |
| Peer median | $37,786 |
| Heartland Alliance Health: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $6.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $6.8M | $169K | $1,281 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Heartland Alliance Health match 401(k) contributions?
The match terms for the Heartland Alliance Health 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $169K in employer contributions, about $1,281 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heartland Alliance Health 401(k) match vested?
The vesting schedule for the Heartland Alliance Health 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heartland Alliance Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Heartland Alliance Health.
I left Heartland Alliance Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heartland Alliance Health, (773) 249-2557) or the recordkeeper, John Hancock. The Heartland Alliance Health old 401(k) page lists the contacts from every plan filing. Find an old Heartland Alliance Health 401(k)
Data from the public Form 5500 annual reports Heartland Alliance Health filed with the U.S. Department of Labor (plan years 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 Heartland Alliance Health. Not financial advice. Report a correction · Methodology