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Original filing (PDF)20251015075226NAL0005604336001
HEARTS ON FIRE
Form 5500
FILING_RECEIVED
HEARTS ON FIRE
401(k) retirement plan
Active participants
52
Accounts w/ balance
108
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTS ON FIRE.
Plan sponsor
Name
HEARTS ON FIRE
EIN
04-3563309
Address
99 SUMMER ST. · BOSTON, MA · 02110
Phone
(617) 523-5588
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
Investments
27 direct securities · 1 pooled fund· $12.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.3M
27 holdings
Common Collective Trust
$790K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K6 | — | 147,680.106 | $2.0M | $2.0M | 16.7% | |
| FID FREEDOM 2045 K6 | — | 114,709.386 | $1.5M | $1.5M | 12.7% | |
| FID 500 INDEX | — | 6,097.924 | $747K | $1.2M | 10.3% | |
| FID FREEDOM 2040 K6 | — | 91,973.022 | $1.1M | $1.1M | 8.8% | |
| FID FREEDOM 2035 K6 | — | 59,381.867 | $928K | $926K | 7.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 790,266.15 | $790K | $790K | 6.5% | |
| FID CONTRAFUND | — | 32,785.66 | $443K | $689K | 5.7% | |
| FID BALANCED | — | 21,201.971 | $559K | $627K | 5.2% | |
| FID FREEDOM 2060 K6 | — | 41,188.372 | $590K | $596K | 4.9% | |
| FID FREEDOM 2055 K6 | — | 30,529.108 | $476K | $482K | 4.0% | |
| FID FREEDOM 2025 K6 | — | 29,638.244 | $410K | $402K | 3.3% | |
| FID LOW PRICED STK | — | 8,531.962 | $383K | $348K | 2.9% | |
| AF EUROPAC GROWTH R6 | — | 5,165.436 | $283K | $277K | 2.3% | |
| FID FREEDOM 2030 K6 | — | 10,081.262 | $178K | $176K | 1.5% | |
| FID LG CAP GR IDX | — | 4,136.344 | $116K | $162K | 1.3% | |
| AM CENT EQ INC R6 | — | 12,667.604 | $115K | $106K | 0.9% | |
| FID SM CAP IDX | — | 3,514.35 | $90K | $97K | 0.8% | |
| MFS EMRG MKT DEBT R6 | — | 7,845.822 | $112K | $94K | 0.8% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $86K | 0.7% | |
| AM CENT MD CP VAL R6 | — | 5,366.767 | $89K | $83K | 0.7% | |
| EV ATL CAP SMID-CP I | — | 1,805.547 | $66K | $75K | 0.6% | |
| FID EXTD MKT IDX | — | 699.702 | $49K | $64K | 0.5% | |
| FID FREEDOM 2065 K6 | — | 3,682.393 | $48K | $49K | 0.4% | |
| FID FREEDOM 2020 K6 | — | 2,329.76 | $34K | $33K | 0.3% | |
| MM HIGH YIELD I | — | 2,920.766 | $24K | $23K | 0.2% | |
| FID FREEDOM INC K6 | — | 1,139.355 | $12K | $12K | <0.1% | |
| FID US BOND IDX | — | 1,094.479 | $12K | $11K | <0.1% | |
| BAIRD CORE PLUS INST | — | 952.865 | $11K | $10K | <0.1% |
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