How big is Hart Wealth Advisory Group's plan?

Hart Wealth Advisory Group's plan reported $925K in assets and 4 participants for 2024.

Original filing (PDF)20251015174925NAL0005572257001

Hart Wealth Advisory Group

Name: Hart Wealth Advisory Group — Hart Wealth Advisory, Form 5500 (2024)
Creator: Hart Wealth Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hart Wealth Advisory Group Cash Balance Pension Plan

Defined-benefit pension plan · Hart Wealth Advisory Group's Hart Wealth Advisory Group Cash Balance Pension Plan held $925K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$925K

Net assets (EOY)

$925K

Plan identifiers

Hart Wealth Advisory Group's EIN is 38-3530446.

EIN 38-3530446

Plan number 002

Plan year 2024

ACK ID 20251015174925NAL0005572257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hart Wealth Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hart Wealth Advisory Group's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HART WEALTH ADVISORY GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score