How big is Heartwood Partners, LLC's plan?

Heartwood Partners, LLC's plan reported $11.1M in assets and 29 participants for 2024.

Original filing (PDF)20250924092905NAL0008425808001

Heartwood Partners, LLC

Name: Heartwood Partners, LLC — Heartwood Partners, Form 5500 (2024)
Creator: Heartwood Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartwood Partners Retirement Plan

401(k) retirement plan · Heartwood Partners, LLC's Heartwood Partners Retirement Plan held $11.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Berat Rifati signed Heartwood Partners, LLC's 2024 Form 5500 as plan administrator.

Berat Rifati — 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

Heartwood Partners, LLC's EIN is 13-3109595.

EIN 13-3109595

Plan number 001

Plan year 2024

ACK ID 20250924092905NAL0008425808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heartwood Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heartwood Partners, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTWOOD PARTNERS, LLC.

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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