How big is Shore Heart Group, P.A.'s plan?

Shore Heart Group, P.A.'s plan reported $15.8M in assets and 125 participants for 2024.

Original filing (PDF)20260312124040NAL0006822803001

Shore Heart Group, P.A.

Name: Shore Heart Group, P.A. — Shore Heart Group, P.A., Form 5500 (2024)
Creator: Shore Heart Group, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shore Heart Group, P.A. 401(k) Plan

401(k) retirement plan · Shore Heart Group, P.A.'s Shore Heart Group, P.A. 401(k) Plan held $15.8M in plan assets for 125 participants in 2024.

Signals · 2

Late filing · 3.9 moNo auditor on file

Active participants

125

Accounts w/ balance

114

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

Christina D'AGOstino signed Shore Heart Group, P.A.'s 2024 Form 5500 as plan administrator.

Christina D'AGOstino — 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

Shore Heart Group, P.A.'s EIN is 22-3247181.

EIN 22-3247181

Plan number 002

Plan year 2024

ACK ID 20260312124040NAL0006822803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shore Heart Group, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shore Heart Group, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Below-average — multiple flags

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 3.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score