HEARTLAND FAMILY SERVICE RETIREMENT PLAN
Plan Contact
- Address: 2101 SOUTH 42ND STREET,OMAHA,NE
- Contact person: BRIAN CAFFREY
- Phone: (402) 552-7428
Plan General Information
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HEARTLAND FAMILY SERVICE RETIREMENT PLAN is $11,108,926.00.This plan was established in 2018.
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HEARTLAND FAMILY SERVICE RETIREMENT PLAN is 555
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HEARTLAND FAMILY SERVICE RETIREMENT PLAN is $20,016.00
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HEARTLAND FAMILY SERVICE RETIREMENT PLAN is $1,160.00.
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HEARTLAND FAMILY SERVICE RETIREMENT PLAN is approximately $1,086.00
Investing in this additonal $1,086.00 for 20 years would give you extra $69,511.00, assuming a 10% annual return.
Investing in this additonal $1,086.00 for 20 years would give you extra $69,511.00, assuming a 10% annual return.
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, HEARTLAND FAMILY SERVICE RETIREMENT PLAN allocates $602,798.00 to match its employees' contributions, providing an employer match rate of 90.99% of their contributions
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HEARTLAND FAMILY SERVICE RETIREMENT PLAN is 18.89%.
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HEARTLAND FAMILY SERVICE RETIREMENT PLAN is 17.66%. This measures the effectiveness of the plan participants' investments in the year.
HEARTLAND FAMILY SERVICE RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HEARTLAND FAMILY SERVICE RETIREMENT PLAN is 0.12%.
Enrollment Features
HEARTLAND FAMILY SERVICE RETIREMENT PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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