AUMdb

Heartland Security Insurance Group Esop Plan

Sponsored by Heartland Security Insurance Group · EIN 752960792 · Plan #001 · Tyler, TX

Total assets
$16.6M
Net assets
$16.5M
Active participants
206
With balances
319

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Retirementplans.Com Recordkeeping fees $4,275