Plan Snapshot
- Plan Sponsor: Heartland Advisors, INC.
- Sponsor EIN: 391078128
- Sponsor Address: 790 N WATER STREET, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 26 | $22.5M | $415,582 | $497,338 |
| 2023 | 26 | $22.0M | $399,931 | $530,192 |
| 2022 | 29 | $21.6M | $369,015 | $495,003 |