Heather Stewart signed Heartland Financial USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Financial USA, Inc.'s EIN is 42-1405748.
Download the official 2024 Form 5500 (PDF) for Heartland Financial USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Financial USA, 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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | WACO, TX | NONE | $151K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $38.1M | 12.0% | |
| Schwab S&P 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $37.3M | 11.7% | |
| FLEXPATH INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $36.6M | 11.5% | |
| FLEXPATH INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $33.6M | 10.6% | |
| FLEXPATH INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $27.4M | 8.6% | |
| Large Cap Growth Fund III CI Mutual Funds N/A | Other securities | — | — | $23.8M | 7.5% | |
| Vanguard Federal Money Market Fund Money Market Mutual Fund N/A | Mutual Funds | — | — | $15.8M | 5.0% | |
| Vanguard Value Index Fund Institutional Mutual Funds N/A | Common Collective Trusts | — | — | $14.7M | 4.6% | |
| Columbia Balanced Fund Institutional Mutual Funds N/A | Other securities | — | — | $13.7M | 4.3% | |
| Mid Cap Growth Fund II Mutual Funds N/A | Other securities | — | — | $11.8M | 3.7% | |
| Heartland Financial USA Inc. Common Stock N/A | Common Stocks | — | — | $7.7M | 2.4% | |
| Fidelity Small Cap Index Fund Mutual Funds N/A | Common Collective Trusts | — | — | $5.3M | 1.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND WILMINGTON TRUST, N.A. · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $5.0M | 1.6% | |
| Metropolitan West Total Return Bond Mutual Funds N/A | Other securities | — | — | $3.5M | 1.1% | |
| INTERNATIONAL GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $3.3M | 1.0% | |
| Vanguard Wellesley Income Admiral Mutual Funds N/A | Mutual Funds | — | — | $3.2M | 1.0% | |
| Vanguard Total Bond Market Index Mutual Funds N/A | Mutual Funds | — | — | $2.7M | 0.9% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $2.7M | 0.8% | |
| Invesco International Small-Mid Company Mutual Funds N/A | Mutual Funds | — | — | $2.6M | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Mutual Funds N/A | Common Collective Trusts | — | — | $2.4M | 0.7% | |
| Lord Abbett Short Duration Income R6 Mutual Funds N/A | Mutual Funds | — | — | $2.3M | 0.7% | |
| John Hancock Funds Disciplined Value Mid Cap Mutual Funds N/A | Other securities | — | — | $2.1M | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| Notes receivable from participants Maturing 2025-2039, at interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $1.7M | 0.5% | |
| Federated Hermes Instl High Yield BD IS Mutual Funds N/A | Other securities | — | — | $1.6M | 0.5% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU WILMINGTON TRUST, N.A. · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Nuveen Real Estate Securities Fund Class I Mutual Funds N/A 731 Nuveen Real Estate Securities Fund Class R6 Mutual Funds N/A | Mutual Funds | — | — | $1.1M | 0.3% | |
| Vanguard Inflation-Protected Securities Mutual Funds N/A | Mutual Funds | — | — | $955K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN WILMINGTON TRUST, N.A. · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $758K | 0.2% | |
| PIMCO CommodityRealReturn Strategy Fund Mutual Funds N/A | Mutual Funds | — | — | $685K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $513K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2045 FU WILMINGTON TRUST, N.A. · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $395K | 0.1% | |
| FLEXPATH INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $167K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 FU WILMINGTON TRUST, N.A. · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $126K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 FU WILMINGTON TRUST, N.A. · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $54K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND WILMINGTON TRUST, N.A. · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 FU WILMINGTON TRUST, N.A. · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
