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Original filing (PDF)20251014110304NAL0001274819001
HEARTSPRING, INC.
Form 5500
FILING_RECEIVED
HEARTSPRING 403 (B) DC PLAN
403(b) retirement plan
Active participants
365
Accounts w/ balance
893
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
1 pooled trust
Schedule D
92 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTSPRING, INC..
Plan sponsor
Name
HEARTSPRING, INC.
EIN
48-0561969
Address
8700 E 29TH ST N · WICHITA, KS · 672262169
Phone
(316) 634-8700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $29K | — |
Investments
81 direct securities · 1 pooled fund· $37.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$36.2M
79 holdings
Pooled Separate Accounts
$466K
1 holding
Pooled Separate Account
$466K
1 holding
Mutual Funds
$291K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock | — | — | — | $4.4M | 16.4% | |
| Traditional Annuity Contract *TIAA Non-fully benefit responsive | — | — | — | $3.6M | 13.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $3.5M | 13.3% | |
| CREF Growth | — | — | — | $2.4M | 9.0% | |
| CREF Equity Index | — | — | — | $1.8M | 6.7% | |
| CREF Global Equities | — | — | — | $1.3M | 4.9% | |
| CREF Social Choice | — | — | — | $958K | 3.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | — | $940K | 3.5% | |
| TIAA-CREF Lfcyle Idx 2030-Inst | — | — | — | $940K | 3.5% | |
| TIAA-CREF Lfcyle Idx 2045-Inst | — | — | — | $912K | 3.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | — | $912K | 3.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | — | $900K | 3.4% | |
| TIAA-CREF Lfcyle Idx 2055-Inst | — | — | — | $900K | 3.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | — | — | — | $803K | 3.0% | |
| TIAA-CREF Lfcyle Idx 2050-Inst | — | — | — | $803K | 3.0% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $651K | 2.4% | |
| TIAA-CREF Lfcyle Idx 2060-Inst | — | — | — | $651K | 2.4% | |
| TIAA Access Lifecycle 2050 | — | — | — | $609K | 2.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $584K | 2.2% | |
| TIAA-CREF Lfcyle Idx 2040-Inst | — | — | — | $584K | 2.2% | |
| TIAA-CREF Lfcyle Idx 2025-Inst | — | — | — | $559K | 2.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | — | $559K | 2.1% | |
| CREF Bond Market | — | — | — | $532K | 2.0% | |
| *TIAA TIAA Real Estate | Pooled Separate Accounts | — | — | $466K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $466K | 1.7% | |
| TIAA Fully benefit responsive | — | — | — | $451K | 1.7% | |
| TIAA-CREF Lfcyle Idx 2035-Inst | — | — | — | $375K | 1.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | — | $375K | 1.4% | |
| s *TIAA-CREF TIAA-CREF Intl Eq Idx-Inst | Mutual Funds | — | — | $291K | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 | — | — | — | $291K | 1.1% | |
| TIAA Access Lifecycle 2055 | — | — | — | $280K | 1.1% | |
| CREF Inflation-Linked Bond | — | — | — | $280K | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $270K | 1.0% | |
| TIAA-CREF Lfcyle Idx 2065-Inst | — | — | — | $270K | 1.0% | |
| TIAA Access Lifecycle 2035 | — | — | — | $246K | 0.9% | |
| TIAA-CREF S&P 500 Idx-Inst | — | — | — | $242K | 0.9% | |
| College Retirement Equities Fund variable annuities Nuveen S&P 500 Index R6 | — | — | — | $242K | 0.9% | |
| TIAA Access Lifecycle 2025 | — | — | — | $237K | 0.9% | |
| TIAA Access Intl Equity | — | — | — | $196K | 0.7% | |
| TIAA Access Lifecycle 2020 | — | — | — | $173K | 0.7% | |
| TIAA Access Lg-Cap Value | — | — | — | $170K | 0.6% | |
| CREF Money Market | — | — | — | $146K | 0.5% | |
| TIAA Access Core Bond Plus | — | — | — | $138K | 0.5% | |
| TIAA Access Lifecycle 2045 | — | — | — | $131K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $129K | 0.5% | |
| TIAA Access Lifecycle 2040 | — | — | — | $126K | 0.5% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | — | $124K | 0.5% | |
| TIAA-CREF Lfcyle Idx 2020-Inst | — | — | — | $124K | 0.5% | |
| TIAA Access Lg-Cap Growth | — | — | — | $123K | 0.5% | |
| TIAA Access Mid-Cap Value | — | — | — | $108K | 0.4% | |
| Vanguard Value Index Adm | — | — | — | $104K | 0.4% | |
| TIAA Access Lifecycle 2030 | — | — | — | $100K | 0.4% | |
| TIAA Access Lifecycle 2060 | — | — | — | $96K | 0.4% | |
| TIAA Access Sm-Cap Eq | — | — | — | $83K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Gr Idx R6 | — | — | — | $75K | 0.3% | |
| TIAA Access Growth & Income | — | — | — | $69K | 0.3% | |
| Vanguard Mid-Cap Grw Idx Adm | — | — | — | $69K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $57K | 0.2% | |
| TIAA Access Real Est Secs | — | — | — | $54K | 0.2% | |
| Columbia Small Cp Indx Instl 2 | — | — | — | $54K | 0.2% | |
| TIAA Access Mid-Cap Growth | — | — | — | $46K | 0.2% | |
| TIAA Access Lifecycle 2010 | — | — | — | $45K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Resp Eq R6 | — | — | — | $44K | 0.2% | |
| TIAA-CREF Social Ch Eq-Inst | — | — | — | $44K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen Real Est Sec Sel R6 | — | — | — | $34K | 0.1% | |
| Vanguard Mid-Cap Value Idx Adm | — | — | — | $33K | 0.1% | |
| College Retirement Equities Fund variable annuities DFA US Targeted Val Port Inst | — | — | — | $30K | 0.1% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $30K | 0.1% | |
| TIAA Access Lifecycle 2015 | — | — | — | $24K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $14K | <0.1% | |
| Participant Loan Fund | — | — | — | $14K | <0.1% | |
| Vanguard Infl Protect SEC Adm | — | — | — | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 | — | — | — | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | — | $11K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2015-Inst | — | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle Rtmt Inc. | — | — | — | $9K | <0.1% | |
| Stable Value Fund *TIAA TIAA Stable Value Annuity Contract | — | — | — | $8K | <0.1% | |
| Brandywine GLOBAL BrandywineGLOBAL Global Opportunities Bd I | — | — | — | $4K | <0.1% | |
| TIAA Access Equity Index | — | — | — | $4K | <0.1% | |
| TIAA-CREF Core Plus Bond-Inst | — | — | — | $2K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $1K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $1K | <0.1% |
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