How big is Heart Smart, Inc.'s plan?

Heart Smart, Inc.'s plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250811125359NAL0007226177001

Heart Smart, Inc.

Name: Heart Smart, Inc. — Heart Smart, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Heart Smart, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heart Smart, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Heart Smart, Inc.'s Heart Smart, Inc. 401(k) Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kathleen D Seltzer signed Heart Smart, Inc.'s 2024 Form 5500 as plan administrator.

Kathleen D Seltzer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heart Smart, Inc.'s EIN is 11-3588122.

EIN 11-3588122

Plan number 001

Plan year 2024

ACK ID 20250811125359NAL0007226177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heart Smart, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heart Smart, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART SMART, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score