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Original filing (PDF)20251013180331NAL0000885699001
HEARTFLOW, INC.
Form 5500
FILING_RECEIVED
HEARTFLOW, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
604
Accounts w/ balance
750
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.5M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTFLOW, INC..
Plan sponsor
Name
HEARTFLOW, INC.
EIN
26-0506743
Address
331 E EVELYN AVE · MOUNTAIN VIEW, CA · 94041
Phone
(650) 241-1221
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $91K | — |
| UNITED 401K PLANS INC | 20-5321813 | — | CONTRACT ADMINISTRATOR | $20K | — |
Investments
17 direct securities· $40.1M(99% of reported assets)
Registered Investment Companies
$37.1M
16 holdings
Uncategorized
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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% |
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