Assets by plan
Share of aggregate retirement assets
Filings through .
Heartland Companies, Inc.
EIN 83-3002663ConstructionLatest filing 2025
Plans
2
Retirement
2
$24.5M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HEARTLAND COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.3M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE HEARTLAND COMPANIES, INC. 401(K) PLAN
401(k)
Assets$5.2M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $5.2M | 55 | 2025 |
- #002 · ESOP · 202543
- #001 · 401(k) · 202555
Retirement plans