Original filing (PDF)20250331140714NAL0003309491001

ADOPTIONS FROM THE HEART, INC.

Name: ADOPTIONS FROM THE HEART, INC. — ADOPTIONS FROM THE HEART, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ADOPTIONS FROM THE HEART, INC.

Form 5500-SF

FILING_RECEIVED

ADOPTIONS FROM THE HEART, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADOPTIONS FROM THE HEART, INC..

Plan sponsor

Name

ADOPTIONS FROM THE HEART, INC.

EIN

23-2372152

Address

30 HAMPSTEAD CIRCLE · WYNNEWOOD, PA · 19096

Phone

(610) 642-7200

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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