# Heartland Affiliates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heartland-affiliates-inc-383840130-001

> Heartland Affiliates, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|41|$3.2M|$500,311|$0|

| 2023|41|$2.4M|$453,314|$0|

| 2022|44|$1.7M|$452,311|$0|

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