What public Form 5500 filings show about the Heartland Management Services PC 401(k) plan — and how to find and check your own account.
Heartland Management Services PC (EIN 88-2516023) reports HEARTLAND MANAGEMENT SERVICES PC -401K AND PROFIT SHARE PLAN on its most recent Form 5500, with $105K in plan assets across 6 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 Management Services PC filing — schedules, fees, and providers.
Heartland Management Services PC’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 Management Services PCHR for the recordkeeper’s name and login.