The Restated Thrift/Profit Sharing Plan For Cooperatives
Sponsored by Heartland Co Op · EIN 420242420 · Plan #030
- Total assets
- $55.0M
- Net assets
- $55.0M
- Active participants
- 674
- With balances
- 739
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,897 |
| Edelman Financial Engines, Llc | Investment advisory (participants), Direct payment from the plan | $17,566 |
| Associated Benefits Corporation | Plan administrator, Direct payment from the plan | $11,367 |
| Dst Asset Manager Solution, Inc. | Custodial (securities), Investment management fees (indirect) | $0 |
| Wellington Trust Co., Na | Custodial (securities), Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Custodial (securities), Investment management fees (indirect) | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |