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

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ALIGNED EQUITY PARTNERS, LLC ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN	FRANKLIN, TN	Other NONE	122	$10.5M	$25K
ALIGNED EQUITY PARTNERS, LLC ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN	FRANKLIN, TN	Other NONE	148	$8.9M	$21K
ALIGNED EQUITY PARTNERS, LLC