Heartland Affiliates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heartland Affiliates, INC.
  • Sponsor EIN: 383840130
  • Sponsor Address: 156 EAST FRANKLIN STREET, SPENCER, IN, 47460
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 41
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202441$3.2M$500,311$0
202341$2.4M$453,314$0
202244$1.7M$452,311$0

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