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HEARTLAND WEALTH ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the HEARTLAND WEALTH ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$40K
Participants
4
Plans on file
1

The HEARTLAND WEALTH ADVISORS, LLC 401(k) on its latest Form 5500

HEARTLAND WEALTH ADVISORS, LLC (EIN 82-3675558) reports HEARTLAND WEALTH ADVISORS, LLC 401(K) PLAN on its most recent Form 5500, with $40K in plan assets across 4 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 WEALTH ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the HEARTLAND WEALTH ADVISORS, LLC 401(k)?

HEARTLAND WEALTH ADVISORS, LLC’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 WEALTH ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your HEARTLAND WEALTH ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask HEARTLAND WEALTH ADVISORS, LLC 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).
More on this employer: HEARTLAND WEALTH ADVISORS, LLC — all Form 5500 filings (EIN 82-3675558) · Indiana employer EIN lookup · Form 5500 search
HEARTLAND WEALTH ADVISORS, LLC 401(k) Plan — Form 5500