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  1. Companies/
  2. Heartland Advisors, Inc.

Filings through Oct 24, 2026.

Heartland Advisors, Inc.

EIN 39-1078128-investment management-Latest filing 2025
Plans
1
Retirement
1
$25.3M assets
Health & Benefits
0
Participants
50
790 N WATER STREET, SUITE 1200 - MILWAUKEE, WI 53202414-347-7777heartlandadvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$25.3M - 50 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HEARTLAND ADVISORS EMPLOYEES PROFIT SHARING/401(K) PLAN AND TRUST

401(k)

Assets$25.3M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HEARTLAND ADVISORS EMPLOYEES PROFIT SHARING/401(K) PLAN AND TRUST401(k)$25.3M502025
  • HEARTLAND ADVISORS EMPLOYEES PROFIT SHARING/401(K) PLAN AND TRUST$25.3M
    #001 · 401(k) · 202550
Retirement plans
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