How big is Heartland Management Services PC's plan?

Heartland Management Services PC's plan reported $105K in assets and 6 participants for 2024.

Original filing (PDF)20251204084104NAL0001857025001

Heartland Management Services PC

Name: Heartland Management Services PC — Heartland, Form 5500 (2024)
Creator: Heartland Management Services PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartland Management Services PC -401(k) and Profit Share Plan

401(k) retirement plan · Heartland Management Services PC's Heartland Management Services PC -401(k) and Profit Share Plan held $105K in plan assets for 6 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Lyndsy Johnston signed Heartland Management Services PC's 2024 Form 5500 as plan administrator.

Lyndsy Johnston — 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 Management Services PC's EIN is 88-2516023.

EIN 88-2516023

Plan number 001

Plan year 2024

ACK ID 20251204084104NAL0001857025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heartland Management Services PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT SERVICES PC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off