What public Form 5500 filings show about the Where the Heart IS, Inc. 401(k) plan — and how to find and check your own account.
Where the Heart IS, Inc. (EIN 20-0913164) reports WHERE THE HEART IS 401(K) PLAN on its most recent Form 5500, with $328K in plan assets across 99 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 Where the Heart IS, Inc. filing — schedules, fees, and providers.
Where the Heart IS, Inc.’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 Where the Heart IS, Inc.HR for the recordkeeper’s name and login.
