Heartland Asset Mgmt and Trust

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

422

Total plan assets

$27.5M

Filings (rows)

Direct comp

$67K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aligned Equity Partners, LLC Aligned Equity Partners, LLC Retirement Plan · all filings	FRANKLIN, TN	Investment manager	122	$10.5M	$25K	$0
Aligned Equity Partners, LLC Aligned Equity Partners, LLC Retirement Plan · all filings	FRANKLIN, TN	Investment manager	148	$8.9M	$21K	$0
Aligned Equity Partners, LLC Aligned Equity Partners, LLC Retirement Plan · all filings	FRANKLIN, TN	Investment manager	152	$8.0M	$21K	$0