Heartland Bank 401(k) Retirement Plan
Sponsored by Heartland Bank · EIN 470737684 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 125
- With balances
- 149
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment | Investment advisory (plan), Direct payment from the plan | $30,416 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $17,126 |