Original filing (PDF)20250718123543NAL0001796481001

A WORK OF HEART, INC.

Name: A WORK OF HEART, INC. — A WORK OF HEART, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: A WORK OF HEART, INC.

Form 5500-SF

FILING_RECEIVED

A WORK OF HEART, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A WORK OF HEART, INC..

Plan sponsor

Name

A WORK OF HEART, INC.

EIN

20-4511020

Address

3 GREEN HILLS RD · SOUTH HUNTINGTON, NY · 11746

Phone

(631) 673-7373

Industry

Educational Servicessee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

NEW LINES INSTITUTE FOR STRATEGY

NEW LINES INSTITUTE FOR STRATEGY AND POLICY 401K

$382K · 26 participants

CINCINNATI HEBREW DAY SCHOOL

CINCINNATI HEBREW DAY SCHOOL 401(K)

$382K · 84 participants

OUR JOYS MULTIPLIED DBA PRIMROSE SCHOOL OF SOUTH TULSA

PRIMROSE SOUTH TULSA 401(K) PLAN

$383K · 35 participants

NATIONAL MUZZLE LOADING RIFLE ASSOCIATION

NMLRA TAX DEFERRED ANNUITY PLAN

$382K · 13 participants

THE LEAN LAB, INC.

LEANLAB EDUCATION 403(B) PLAN