# Heartland Bank 401(k) Plan
Source: https://planprovider.pro/companies/heartland-bank-401k-plan-001-7684

> Heartland Bank's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heartland Bank

- **Sponsor EIN:** 470737684

- **Sponsor Address:** 896 G STREET, GENEVA, NE, 683612040

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $19.7M

## 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|125|$19.7M|$508,425|$778,141|

| 2023|122|$16.6M|$469,354|$675,121|

| 2022|120|$13.5M|$464,869|$510,981|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$47,542|$30,416|$17,126|—|—|

| 2023|$39,107|$24,323|$14,784|—|—|

| 2022|$41,079|$25,686|$15,393|—|—|

## Similar Plans

- [Access Bank](https://planprovider.pro/companies/access-bank-401k-plan) — 125 participants

- [Core Bank](https://planprovider.pro/companies/core-bank-plan-001) — 129 participants

- [Cornhusker Bank](https://planprovider.pro/companies/cornhusker-bank-401k-plan) — 130 participants

- [First State Holding Co.](https://planprovider.pro/companies/first-state-holding-co-401k-plan) — 141 participants

- [Charter West Bank](https://planprovider.pro/companies/charter-west-bank-401k-plan) — 143 participants

- [Bankfirst](https://planprovider.pro/companies/bankfirst-401k-plan-001) — 103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heartland-bank-401k-plan-001-7684)

© 2026 PlanProvider.Pro