HEARTLAND FINANCIAL USA, INC 401(k) Plan
What public Form 5500 filings show about the HEARTLAND FINANCIAL USA, INC 401(k) plan — and how to find and check your own account.
The HEARTLAND FINANCIAL USA, INC 401(k) on its latest Form 5500
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.
Who runs the HEARTLAND FINANCIAL USA, INC 401(k)?
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, INCHR 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.
How to check your HEARTLAND FINANCIAL USA, INC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HEARTLAND FINANCIAL USA, INC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).