Heartland Automotive 401(k) Savings Plan
Sponsored by Heartland Automotive, Llc · EIN 352026865 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 593
- With balances
- 539
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wabash Capital, Inc. CRD 107932 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wabash Capital | Investment advisory (plan) | $63,617 |
| Empower Annuity Insurance Company | Recordkeeping fees | $39,535 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $13.1M | 593 | ack 20251015214426NAL0007366208001 |
| 01/01/2021 | $10.9M | 511 | ack 20251010151654NAL0018943874001 |