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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE HEART TEAM, LLC 401(k) Plan

What public Form 5500 filings show about the THE HEART TEAM, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$97K
Participants
6
Plans on file
1

The THE HEART TEAM, LLC 401(k) on its latest Form 5500

THE HEART TEAM, LLC (EIN 81-5123110) reports THE HEART TEAM 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $97K in plan assets across 6 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 THE HEART TEAM, LLC filing — schedules, fees, and providers.

Who runs the THE HEART TEAM, LLC 401(k)?

THE HEART TEAM, LLC’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 THE HEART TEAM, LLCHR for the recordkeeper’s name and login.

How to check your THE HEART TEAM, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE HEART TEAM, LLC 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: THE HEART TEAM, LLC — all Form 5500 filings (EIN 81-5123110) · Illinois employer EIN lookup · Form 5500 search
THE HEART TEAM, LLC 401(k) Plan — Form 5500