Jennifer Fuller signed Heartflow, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartflow, Inc.'s EIN is 26-0506743.
Download the official 2024 Form 5500 (PDF) for Heartflow, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartflow, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Int Idx Fund Fidelity Investments 0 | Registered Investment Companies | — | — | $7.1M | 17.4% | |
| Fidelity 500 Index Fund Fidelity Investments 0 | Registered Investment Companies | — | — | $5.5M | 13.6% | |
| Victory Nasdaq 100 Idx R6 Fund Victory Funds 0 | Registered Investment Companies | — | — | $5.4M | 13.2% | |
| American Funds AmerMut R6 Fd The American Funds 0 | Registered Investment Companies | — | — | $4.3M | 10.7% | |
| Am Fds Bd Fd of Am R6 Fd The American Funds 0 | Registered Investment Companies | — | — | $3.9M | 9.7% | |
| Insurance Company General Principal Guaranteed Option Principal Life Insurance Company 0 | Common Stocks | — | — | $3.0M | 7.5% | |
| Fidelity Mid Cp Index Fund Fidelity Investments 0 | Registered Investment Companies | — | — | $1.6M | 4.1% | |
| JP Morgan Mid Cap Growth R6 Fd JP Morgan Funds 0 | Registered Investment Companies | — | — | $1.5M | 3.7% | |
| Fidelity Sm Cap Index Fund Fidelity Investments 0 | Registered Investment Companies | — | — | $1.5M | 3.6% | |
| Fidelity Small Cap Val Idx Fd Fidelity Investments 0 | Registered Investment Companies | — | — | $1.4M | 3.5% | |
| Fidelity Mid Cap Val Idx Fd Fidelity Investments 0 | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| American Funds NewWorld R6 The American Funds 0 | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| DFA US Sm Cap Growth Instl Fd Dimensional Fund Advisors 0 | Registered Investment Companies | — | — | $1.3M | 3.1% | |
| PGIM High Yield R6 Fund PGIM Investments 0 | Registered Investment Companies | — | — | $712K | 1.8% | |
| DFA US Targeted Value I Fund Dimensional Fund Advisors 0 | Registered Investment Companies | — | — | $96K | 0.2% | |
| DFA Real Estate Secs I Fd Dimensional Fund Advisors 0 | Registered Investment Companies | — | — | $40K | <0.1% | |
| Amer Funds Amer Bal R6 Fd The American Funds 0 | Registered Investment Companies | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401K PLANS INC | 20-5321813 | — | CONTRACT ADMINISTRATOR | $20K | — |
