How big is Heartvista Inc.'s plan?

Heartvista Inc.'s plan reported $550K in assets and 15 participants for 2024.

Original filing (PDF)20251013192858NAL0001789281001

Heartvista Inc.

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

Form 5500-SF

FILING_RECEIVED

Heartvista 401(k) Plan

401(k) retirement plan · Heartvista Inc.'s Heartvista 401(k) Plan held $550K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

Plan identifiers

Heartvista Inc.'s EIN is 20-4559631.

EIN 20-4559631

Plan number 001

Plan year 2024

ACK ID 20251013192858NAL0001789281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heartvista Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HEARTVISTA INC.

EIN

all filings

Address

431 FLORENCE ST, SUITE 100 · PALO ALTO, CA · 94301

Phone

(650) 800-7937

Industry

All Other Professional Services· Professional & Technical Services

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

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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