JAKE McClellan signed Heartland Communities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Communities, LLC's EIN is 81-3245597.
Download the official 2024 Form 5500 (PDF) for Heartland Communities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Communities, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP,LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GRAET GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.1M | 20.9% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.0M | 18.6% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $811K | 15.0% | |
| BLACKROCK EQUITY INDEX RUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $541K | 10.0% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $339K | 6.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $231K | 4.3% | |
| VANGUARD LIFESTRATEGY GROWTH INV | Mutual Funds | — | — | $179K | 3.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $158K | 2.9% | |
| *Participant Loans | Participant loans | — | — | $148K | 2.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $131K | 2.4% | |
| INDEXSELECT AGGRESSIVE 2065 FUND GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $129K | 2.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $121K | 2.2% | |
| BLACKROCK MID CAP EQUITY INDEX R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $100K | 1.9% | |
| VANGUARD LIFESTRATEGY INCOME INV | Mutual Funds | — | — | $43K | 0.8% | |
| MIDCAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $39K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $39K | 0.7% | |
| VANGUARD INTERNATIONAL GROWTH ADM | Mutual Funds | — | — | $38K | 0.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $37K | 0.7% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $31K | 0.6% | |
| PUTNAM SMALL CAP GROWTH R6 | Mutual Funds | — | — | $26K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393239 / PN 302 | Common Collective Trust | — | — | $25K | 0.5% | |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $18K | 0.3% | |
| *Key Guaranteed Portfolio Fund | Other securities | — | — | $15K | 0.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $11K | 0.2% | |
| *Empower Securefoundation BAL INST | Other securities | — | — | $10K | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE CO. · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $10K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $8K | 0.2% | |
| *General Asset Holding Account | Other securities | — | — | $7K | 0.1% | |
| DFA INFLATION-PROTECTED SECURITIES I | Mutual Funds | — | — | $7K | 0.1% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION N | Mutual Funds | — | — | $6K | 0.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6K | 0.1% | |
| BLACKROCK HEALTH SCIENCES OPPS K | Other securities | — | — | $5K | <0.1% | |
| VANGUARD MATERIALS INDEX ADM | Mutual Funds | — | — | $4K | <0.1% | |
| BAIRD CORE PLUS BOND INST | Other securities | — | — | $3K | <0.1% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $3K | <0.1% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY R6 | Mutual Funds | — | — | $1K | <0.1% | |
| INVESCO GOLD & SPECIAL MINERALS R6 | Mutual Funds | — | — | $47 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $32 | <0.1% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | U.S. Treasuries | — | — | $19 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | AUSTIN, TX | OTHER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | 20-1663072 | MIDVALE, UT | THIRD PARTY ADMINISTATOR | $9K | — |
