AUMdb

Htlf Retirement Plan

Sponsored by Heartland Financial Usa, Inc · EIN 421405748 · Plan #002

Total assets
$318M
Net assets
$318M
Active participants
1,683
With balances
2,744

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
July Business Services Recordkeeping, Trustee (institutional), Trustee (discretionary) $151,333