Heartland Family Service 401(k) Plan: Login, Facts & Contact Information

Heartland Family Service 401(k) Plan Facts

Plan name
HEARTLAND FAMILY SERVICE RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEARTLAND FAMILY SERVICE
Participants
509 (416 active employees)
Former employees with a balance
98
Plan assets
$13,290,130 at Dec 31, 2024
Average account balance
$44,899 across 296 accounts
Employer contributions
$688,536 in plan year 2024 (41% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 15, 2018
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.67 million went into the plan in contributions, $688,536 of it from the employer (41%).
  • $1.02 million was paid out to participants.
  • Investment and other income added $1.56 million.
  • Administrative expenses were $23,908, about $81 per account.

How the Heartland Family Service 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019537$7.90 million$581,231$534,553
2020556$9.21 million$541,719$1.03 million
2021587$10.7 million$660,271$994,640
2022648$9.34 million$618,720$918,995
2023555$11.1 million$602,798$1.18 million
2024509$13.3 million$688,536$1.02 million

Heartland Family Service 401(k) Contact Information

Phone
402-552-7428
Mailing address
2101 SOUTH 42ND STREET, OMAHA NE 68105
Plan sponsor
HEARTLAND FAMILY SERVICE
Employer identification number (EIN)
47-0390618
Plan number
003

Questions about the Heartland Family Service 401(k)

Does Heartland Family Service contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $688,536, 41% of all contributions.

Does the Heartland Family Service 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Heartland Family Service 401(k) plan?

509 participants at the start of plan year 2024, 416 of them active employees, and 98 former employees who still had money in the plan.

What is the average 401(k) balance at Heartland Family Service?

About $44,899 per account: $13.3 million in plan assets across 296 accounts with a balance at the end of plan year 2024.

Who manages the Heartland Family Service 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Heartland Family Service. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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