AUMdb

Heartland Fabrication, Llc 401(k) Plan

Sponsored by Heartland Fabrication, Llc · EIN 203489593 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
415
With balances
391

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $26,431
Empower Annuity Insurance Co Recordkeeping fees $23,430
Definiti Llc Contract administrator $7,166