Original filing (PDF)20250926074611NAL0009167681001

HEARTLAND FARMS, INC.

Name: HEARTLAND FARMS, INC. — HEARTLAND FARMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HEARTLAND FARMS, INC.

Form 5500

FILING_RECEIVED

HEARTLAND FARMS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

151

Accounts w/ balance

149

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTLAND FARMS, INC..

Plan sponsor

Name

HEARTLAND FARMS, INC.

EIN

39-1690005

Address

907 3RD AVENUE · HANCOCK, WI · 54943

Phone

(715) 249-5555

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$50K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN WISCONSIN ASSOC	39-1444845	—	TPA	$9K	—

Investments

1 pooled fund· $12.4M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.