Heartland Technology Group Savings And Retirement Plan
Sponsored by Heartland Technology Group, Inc. · EIN 391659152 · Plan #001
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 182
- With balances
- 388
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,193 |
| Ppg Retirement Plan Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,228 |
| Mesirow Financial, Inc | Investment advisory (plan) | $6,387 |
| Triad Advisors, Inc. | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |
| Osaic Wealth Inc. | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |