What public Form 5500 filings show about the Heartland Financial USA, Inc. 401(k) plan — and how to find and check your own account.
Heartland Financial USA, Inc. (EIN 42-1405748) reports HTLF RETIREMENT PLAN on its most recent Form 5500, with $318.2M in plan assets across 1,683 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 Financial USA, Inc. filing — schedules, fees, and providers.
Heartland Financial USA, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Heartland Financial USA, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JULY BUSINESS SERVICES.
