Heartland Family Service Retirement Plan
Sponsored by Heartland Family Service · EIN 470390618 · Plan #003
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 416
- With balances
- 296
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $11,790 |
| Security National Bank. | Investment advisory (plan), Direct payment from the plan | $8,426 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $2,700 |