Heartland Dental 401 K And Stock Participation Plan
Sponsored by Heartland Dental, Llc · EIN 010854205 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 20,969
- With balances
- 27,330
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $1,088,610 |
| Fiduciary Advisors Inc | Consulting (general) | $132,500 |
| Milliman, Inc. | Legal | $40,000 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $29,074 |
| Mh Cpa Pllc | Legal | $24,500 |