How big is Heartland Foundation's plan?

Heartland Foundation's plan reported $204K in assets and 11 participants for 2024.

Original filing (PDF)20250811090510NAL0003863331001

Heartland Foundation

Name: Heartland Foundation — Heartland Schools 401(k) Plan, Form 5500 (2024)
Creator: Heartland Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartland Schools 401(k) Plan

401(k) retirement plan · Heartland Foundation's Heartland Schools 401(k) Plan held $204K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

TARA Evans, for TAG Resources signed Heartland Foundation's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heartland Foundation's EIN is 47-0768207.

EIN 47-0768207

Plan number 001

Plan year 2024

ACK ID 20250811090510NAL0003863331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heartland Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heartland Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTLAND FOUNDATION.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HEARTLAND FOUNDATION

EIN

all filings

Address

5731 SOUTH 108TH ST. · OMAHA, NE · 68137

Phone

(402) 393-0345

Industry

Other Services (ex. Public Admin)

Plan administrator