How big is Heartland Wealth Advisors, LLC's plan?

Heartland Wealth Advisors, LLC's plan reported $40K in assets and 4 participants for 2024.

Original filing (PDF)20250528075752NAL0004278675001

Heartland Wealth Advisors, LLC

Name: Heartland Wealth Advisors, LLC — Heartland Wealth, Form 5500 (2024)
Creator: Heartland Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartland Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Heartland Wealth Advisors, LLC's Heartland Wealth Advisors, LLC 401(k) Plan held $40K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan identifiers

Heartland Wealth Advisors, LLC's EIN is 82-3675558.

EIN 82-3675558

Plan number 001

Plan year 2024

ACK ID 20250528075752NAL0004278675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heartland Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH ADVISORS, LLC.

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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

Knocking points off