Peter E Helander signed Heartland Technology Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Technology Group, Inc.'s EIN is 39-1659152.
Download the official 2024 Form 5500 (PDF) for Heartland Technology Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Technology Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $13K | — |
| PPG RETIREMENT PLAN SERVICES | 39-1915811 | KENOSHA, WI | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Total Stock Market Index Fund | Common Collective Trusts | — | — | $4.1M | 12.8% | |
| PGIM Funds Total Return Bond Fund | Other securities | — | — | $3.4M | 10.5% | |
| Virtus Funds Ceredex Large-Cap Value Equity Fund | Other securities | — | — | $3.4M | 10.4% | |
| Vanguard Funds Growth Index Fund | Common Collective Trusts | — | — | $2.8M | 8.6% | |
| Transamerica Stable Value Strategy Option | Stable Value | — | — | $2.3M | 7.0% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $1.9M | 5.9% | |
| Vanguard Funds Total International Stock Index Fund | Common Collective Trusts | — | — | $1.7M | 5.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| Invesco Funds Oppenheimer International Growth Fund | Mutual Funds | — | — | $1.6M | 4.9% | |
| PIMCO Funds Real Return Fund | Mutual Funds | — | — | $1.5M | 4.8% | |
| Janus Henderson Funds Triton Fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| Vanguard Funds Small-Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 3.2% | |
| Franklin Funds Small Cap Value Fund | Mutual Funds | — | — | $989K | 3.1% | |
| Vanguard Funds Real Estate Index Fund | Common Collective Trusts | — | — | $955K | 3.0% | |
| Goldman Sachs Funds Mid Cap Growth Fund | Other securities | — | — | $919K | 2.8% | |
| Vanguard Funds Mid-Cap Index Fund | Common Collective Trusts | — | — | $845K | 2.6% | |
| Virtus Funds Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $811K | 2.5% | |
| American Funds American High-Income Trust | Mutual Funds | — | — | $680K | 2.1% | |
| BNY Mellon Funds International Bond Fund | Other securities | — | — | $560K | 1.7% | |
| Transamerica Multi-Managed Balanced Fund | Other securities | — | — | $91K | 0.3% | |
| Vanguard Funds LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $55K | 0.2% | |
| Vanguard Funds LifeStrategy Growth Fund | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Funds LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $581 | <0.1% | |
| Vanguard Funds LifeStrategy Income Fund | Mutual Funds | — | — | $503 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MESIROW FINANCIAL, INC |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS, INC. | 65-0824483 | — | BROKER | $0 | — |
| OSAIC WEALTH INC. | 93-0987232 | — | BROKER | $0 | — |
