How big is Heart Consultants, LLC's plan?

Heart Consultants, LLC's plan reported $2K in assets and 5 participants for 2024.

Original filing (PDF)20250930154252NAL0005569011001

Heart Consultants, LLC

Name: Heart Consultants, LLC — Heart Consultants 401(k), Form 5500 (2024)
Creator: Heart Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heart Consultants 401(k) Plan

401(k) retirement plan · Heart Consultants, LLC's Heart Consultants 401(k) Plan held $2K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

TARA Evans, for TAG Resources signed Heart Consultants, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Heart Consultants, LLC's EIN is 27-4315576.

EIN 27-4315576

Plan number 001

Plan year 2024

ACK ID 20250930154252NAL0005569011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heart Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART CONSULTANTS, 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