Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEARTLAND AFFILIATES, INC.
EIN 38-3840130motion pictures and filmLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
103
PO BOX 597 - SPENCER, IN 47460812-829-6565heartlandfilmfestival.orgLinkedIn11-50 employeesmotion pictures and film
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 103 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEARTLAND AFFILIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.2M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEARTLAND AFFILIATES, INC.
401k
Assets$492K
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEARTLAND AFFILIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.2M | 45 | 2024 | |
| 002 | HEARTLAND AFFILIATES, INC. | 401k | $492K | 58 | 2025 |
Retirement plans