Retirement plan

HEARTS FOR HEARING FOUNDATION 401(K)

Name: HEARTS FOR HEARING FOUNDATION - HEARTS FOR HEARING FOUNDATION 401(K) (2025) Form 5500
Creator: HEARTS FOR HEARING FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEARTS FOR HEARING FOUNDATION 401(K), HEARTS FOR HEARING FOUNDATION

HEARTS FOR HEARING FOUNDATIONEIN 41-2043960Plan #001PY 2025

11500 N PORTLAND AVENUE - OKLAHOMA CITY, OK 73120405-548-4300LinkedIn11-50 employeesmedical practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.2M

+23.1% from 2024

Total participants

204

+11.5% from 2024

Average account balance

$25,309

+6.8% from 2024

Annual return

14.28%

+0.96 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$25K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

204

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$633K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$55

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FULL SPECTRUM RETIREMENT PLANS, LLC1 year Filed as: FULL SAIL CAPITAL Service code 27 124 NW 10TH STREET · OKLAHOMA CITY, OK 73103	Advisory (Plan)	$6,044
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754	Recordkeeping	$5,235

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$11K

$82 / participant

Investment mgmt$6K53.6%
Contract admin$5K46.4%

% of EOY assets

0.218%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,309

$46,688-45.8%

$189,758-86.7%

$69,733-63.7%

Participation rate

100.0%

61.7%+38.3pp

79.8%+20.2pp

62.5%+37.5pp

Annual return

14.28%

14.35%-0.1pp

52.62%-38.3pp

15.22%-0.9pp

Employer contribution / active EE

$1,759

$1,695+3.8%

$4,767-63.1%

$2,250-21.8%

Participant deferral / active EE

$2,827

$2,143+31.9%

$5,856-51.7%

$3,054-7.4%

Admin fee / account holder

$55

$1,700-96.7%

$20,388-99.7%

$3,102-98.2%

Provider

Service type

Compensation

FULL SPECTRUM RETIREMENT PLANS, LLC1 year

Filed as: FULL SAIL CAPITAL

Service code 27

124 NW 10TH STREET · OKLAHOMA CITY, OK 73103

Advisory (Plan)

$6,044

ASCENSUS LLC3 years

Service code 15 · EIN 11-3665754

Recordkeeping

$5,235

HEARTS FOR HEARING FOUNDATION 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEARTS FOR HEARING FOUNDATION 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion