Heart Of America 401(k) Plan
Sponsored by Heart Of America Management, Llc · EIN 320052825 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 1,132
- With balances
- 349
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,058 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |
| Bergan Kdv | Accounting, Other fees | $0 |
| Qualified Plan Consultans | Other services, Other fees | $0 |