Plans » Benchmarking Engine
Benchmarking Heartland Dental 401k and Stock Participation Plan in Effingham, IL against
good (2)
neutral (9)
Heartland Dental 401k and Stock Participation Plan in Effingham, IL has the least participant loans as a percentage of plan assets (0.00%) among the 112 Illinois plans. That 0.00% compares to an average of 1.26% across those 112 plans.
Beating the average of 1.26% means a savings of $8,238,610 in participant loans.
Note: participant loans as a percentage of plan assets =
(100 * participant loans) ÷ total assets
Heartland Dental 401k and Stock Participation Plan has these standings among those 112 plans:
Beating the average of 1.26% means a savings of $8,238,610 in participant loans.
Note: participant loans as a percentage of plan assets =
(100 * participant loans) ÷ total assets
Heartland Dental 401k and Stock Participation Plan has these standings among those 112 plans:
- participant loans as a percentage of plan assets = 0.00% (the least, tied)
- participant loans = $0 (the least in, tied)
- total assets = $653.60M (27th-most)
- participant loans as a percentage of plan assets. Lower values are better. Participant loans as a percentage of plan assets equals participant loans, Line 1c(8) of Schedule H, divided by total assets, Line 1f of Schedule H, multiplied by 100. A high value may indicate excessive borrowing from participants' retirement accounts. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Heartland Dental 401k and Stock Participation Plan in Effingham, IL is in Illinois, its EIN is 10854205, its industry group is Offices of Dentists, its plan administrator is Tim Fisher, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a multiple-employer plan, has total assets of $250M to $1B, has 5,000 to 24,999 total participants, is worse than the overall participant averages in each of net income per active participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($653.60M)
- net assets (assets minus liabilities) ($653.60M)
- value of interest in registered investment companies (e.g., mutual funds) ($588.70M)
- total income ($131,776,608)
- net income ($89,850,772)
- employer-related securities investments ($41,928,896)
- total expenses ($41,925,836)
- total contributions ($40,532,645)
- cash contributions from participants ($35,552,469)
- value of interest in common/collective trusts ($22,960,349)
- investment advisory and management fees ($1,105,200)
- total administrative expenses ($1,105,200)
- cash contributions from employers ($135,224)
- average account balance ($38,456)
- net income per active participant ($7,420)
- average participant cash contribution per active participant ($2,936)
- total administrative expense per participant ($65.03)
- average employer cash contribution per active participant ($11.20)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- contract administrator fees ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (71.2%)
- diversity of asset types (12.2%)
- employer securities as a percentage of plan assets (6.42%)
- total administrative expense ratio (0.170%)
- participant loans as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (12,109)
- deceased participants whose beneficiaries receive or are entitled to benefits (16)
- living participants (16,980)
- other retired or separated participants entitled to future benefits (4,717)
- retired or separated participants receiving benefits (154)
- total participants (16,996)
Global References