Plan Snapshot
- Plan Sponsor: Heartland Technology Group, INC.
- Sponsor EIN: 391659152
- Sponsor Address: 1700 STEPHEN STREET, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 182 | $32.3M | $260,266 | $1.0M |
| 2023 | 197 | $30.6M | $90,303 | $282,583 |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS, INC. | Investment Advisor | — | $23,529 | $23,529 |
| OSAIC WEALTH INC. | Investment Advisor | — | $13,612 | $13,612 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $13,193 | — | $13,193 |
| PPG RETIREMENT PLAN SERVICES | Recordkeeper | $12,228 | $829 | $13,057 |
| MESIROW FINANCIAL, INC | Investment Advisor | $6,387 | — | $6,387 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC. — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MESIROW FINANCIAL, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,778
- Estimated Expense Ratio: 0.216% of plan assets
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |