Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEARTLAND COMPANIES, INC.
EIN 83-3002663ConstructionLatest filing 2025
Plans
2
Retirement
2
$24.5M assets
Welfare
0
Participants
98
1305 NE BROADWAY AVE. - DES MOINES, IA 50313515-244-8900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.5M assets / 98 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#002
HEARTLAND COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.3M
Participants43
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE HEARTLAND COMPANIES, INC. 401(K) PLAN
401k
Assets$5.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEARTLAND COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.3M | 43 | 2025 | |
| 001 | THE HEARTLAND COMPANIES, INC. 401(K) PLAN | 401k | $5.2M | 55 | 2025 |
Retirement plans