What public Form 5500 filings show about the Heartwood AZ 401(k) plan — and how to find and check your own account.
Heartwood AZ (EIN 82-2411118) reports HEARTWOOD AZ 401K on its most recent Form 5500, with $206K in plan assets across 37 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 Heartwood AZ filing — schedules, fees, and providers.
Heartwood AZ’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Heartwood AZHR for the recordkeeper’s name and login.
