· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHERE THE HEART IS, INC. — WHERE THE HEART IS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013145515NAL0003364066001
WHERE THE HEART IS, INC.
Form 5500-SF
FILING_RECEIVED
WHERE THE HEART IS 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
17
Plan assets (EOY)
$328K
Net assets (EOY)
$328K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHERE THE HEART IS, INC.
.
Find decision makers
Plan sponsor
Name
WHERE THE HEART IS, INC.
EIN
20-0913164
Address
760 GREAT OAKS ROAD · EADS, TN · 38028
Phone
(901) 867-1556
Industry
Health Care & Social Assistance
see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SAR ENTERPRISES, INC.
SAR ENTERPRISES, INC. 401K PLAN
$328K · 35 participants
PORT CHARLOTTE CARE CENTER LLC
PORT CHARLOTTE 401(K) PLAN
$328K · 158 participants
COMPREHENSIVE AT WILLIAMSVILLE, LLC
COMPREHENSIVE AT WILLIAMSVILLE, LLC 401(K) PLAN
$329K · 52 participants
LYNN SHORE REST HOME N.P., INC.
LYNN SHORE REST HOME N.P. INC 401K PROFIT SHARING PLAN & TRUST
$329K · 17 participants
TURNING LEAF AGENCY, CORP.
TURNING LEAF AGENCY, CORP. 401K PLAN
65
Knocking points off
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$327K · 71 participants
CALIFORNIA P.E.O. HOME
NAVIGAGE RETIREMENT PLAN
$331K
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
