Heartland Realty Investors, Inc. Profit Sharing Plan & Trust
Sponsored by Heartland Realty Investors, Inc. · EIN 411308270 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 119
- With balances
- 125
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial | Investment advisory (plan) | $29,067 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,553 |
| Tsc 401 K | Contract administrator | $9,913 |
| Empower Advisory Group, Llc | Investment management | $7,716 |