What public Form 5500 filings show about the Heartland Co-OP 401(k) plan — and how to find and check your own account.
Heartland Co-OP (EIN 42-0242420) reports THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES on its most recent Form 5500, with $55.0M in plan assets across 674 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Heartland Co-OP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heartland Co-OP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MASSACHUSETTS FINANCIAL SERVICES CO, WELLINGTON TRUST CO NA, ASSOCIATED BENEFITS, EDELMAN FINANCIAL ENGINES, MORNINGSTAR INVESTMENT MANAGEMENT, DST ASSET MANAGER SOLUTION.
