What does Form 5500 Schedule C report about Heartland Asset Mgmt And Trust?

Public Form 5500 Schedule C filings report compensation paid to Heartland Asset Mgmt And Trust as a plan service provider. Across loaded filings, total reported compensation is $21,297.

How many plans report Heartland Asset Mgmt And Trust as a service provider?

Heartland Asset Mgmt And Trust appears on 1 loaded plan(s) across 1 sponsor(s).

Heartland Asset Mgmt And Trust — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heartland Asset Mgmt And Trust is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $21,297 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$21.3KDirect + indirect, across loaded filings$21,297

Plans served1

Plan sponsors1

Filings1

Direct vs. indirect compensation

Direct compensation$21.3K

Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%Aligned Equity Partners, LLC

Top state share of plans100%TN

Plan sponsors served1

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Heartland Asset Mgmt And Trust. Bars show relative scale.

1
Aligned Equity Partners, LLC$21.3K
TN · 1 plan(s)

Geographic reach

State footprint

Where Heartland Asset Mgmt And Trust appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
TN1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Heartland Asset Mgmt And Trust are sponsored, by plan count.

1
Franklin, TN1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Aligned Equity Partners, LLC Retirement Plan$21.3K
Aligned Equity Partners, LLC, TN · Direct $21.3K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Heartland Asset Mgmt And Trust?: Public Form 5500 Schedule C filings report compensation paid to Heartland Asset Mgmt And Trust as a plan service provider. Across loaded filings, total reported compensation is $21,297.
How many plans report Heartland Asset Mgmt And Trust as a service provider?: Heartland Asset Mgmt And Trust appears on 1 loaded plan(s) across 1 sponsor(s).