How big is Heard Capital, LLC's plan?

Heard Capital, LLC's plan reported $654K in assets and 9 participants for 2025.

Original filing (PDF)20260331113728NAL0000009313001

Heard Capital, LLC

Name: Heard Capital, LLC — Heard Capital, LLC 401(k) Plan, Form 5500 (2025)
Creator: Heard Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heard Capital, LLC 401(k) Plan

401(k) retirement plan · Heard Capital, LLC's Heard Capital, LLC 401(k) Plan held $654K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

Plan identifiers

Heard Capital, LLC's EIN is 27-4012679.

EIN 27-4012679

Plan number 001

Plan year 2025

ACK ID 20260331113728NAL0000009313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heard Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heard Capital, LLC'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 HEARD CAPITAL, LLC.

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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

Helping the score