The Restated Contributory Retirement Plan For Cooperatives
Sponsored by Heartland Co Op · EIN 420242420 · Plan #020
- Total assets
- $89.9M
- Net assets
- $89.9M
- Active participants
- 424
- With balances
- 0
Plan year beginning 04/01/2024
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 |
|---|---|---|
| Principal Financial Group | Trustee (institutional), Trustee (discretionary), Investment advisory (plan) | $79,005 |
| Mercer | Actuarial, Direct payment from the plan | $30,972 |