Heartland Equity Partners 401(k) Plan
Sponsored by Cass Screw Machine Products, Llc · EIN 475006172 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 272
- With balances
- 323
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $38,637 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $33,361 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $7,597 |