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GREAT HEARTS AMERICA 401(k) Plan

What public Form 5500 filings show about the GREAT HEARTS AMERICA 401(k) plan — and how to find and check your own account.

Plan assets
$50.1M
Participants
2,812
Plans on file
1

The GREAT HEARTS AMERICA 401(k) on its latest Form 5500

GREAT HEARTS AMERICA (EIN 20-2036133) reports GREAT HEARTS ACADEMIES 401(K) PLAN on its most recent Form 5500, with $50.1M in plan assets across 2,812 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full GREAT HEARTS AMERICA filing — schedules, fees, and providers.

Who runs the GREAT HEARTS AMERICA 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GREAT HEARTS AMERICA 401(k).

How to check your GREAT HEARTS AMERICA 401(k)

  • Log in to Newport Group’s participant portal (the site on your statements).
  • Ask GREAT HEARTS AMERICA HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: GREAT HEARTS AMERICA — all Form 5500 filings (EIN 20-2036133) · Arizona employer EIN lookup · Form 5500 search
GREAT HEARTS AMERICA 401(k) Plan — Form 5500