Ashlea Smith signed Heartland Security Insurance Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Security Insurance Group, Inc.'s EIN is 75-2960792.
Download the official 2024 Form 5500 (PDF) for Heartland Security Insurance Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Security Insurance Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $28K | — |
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 MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | $4.5M | $4.4M | 21.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | $3.0M | $3.5M | 16.6% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.9M | $3.0M | 14.1% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $1.0M | $1.6M | 7.7% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | $948K | $1.2M | 5.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $542K | $804K | 3.8% | |
| FID GOVT MMKT | Mutual Funds | — | $696K | $696K | 3.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $523K | $587K | 2.8% | |
| VANG SMCPVL IDX ADM | Common Collective Trusts | — | $482K | $583K | 2.8% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | $413K | $512K | 2.4% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $359K | $492K | 2.3% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $480K | $461K | 2.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $439K | 2.1% | |
| FID INTL INDEX | Mutual Funds | — | $389K | $408K | 1.9% | |
| VANG BAL INDEX ADM | Other securities | — | $332K | $389K | 1.9% | |
| IS R SM/MD-CAP IDX K | Common Collective Trusts | — | $292K | $362K | 1.7% | |
| FID MID CAP GR IDX | Common Collective Trusts | — | $265K | $271K | 1.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $233K | $261K | 1.2% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $259K | $238K | 1.1% | |
| COMMON STOCK | Common Stocks | — | $311K | $222K | 1.1% | |
| INVS VALUE OPPS Y | Other securities | — | $196K | $194K | 0.9% | |
| FID EMERGING MKTS K | Mutual Funds | — | $154K | $142K | 0.7% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | $111K | $133K | 0.6% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | $35K | $39K | 0.2% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | $36K | $35K | 0.2% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | $19K | $19K | <0.1% | |
| CASH | Cash / Money Market | — | $8K | $8K | <0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | $5K | $6K | <0.1% | |
| PIM INTL BD US$H I | Other securities | — | $3K | $3K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $361 | <0.1% | |
| RIGHTS/WARRANTS | Other securities | — | — | $145 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | 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.
