How big is TAKE Heart's plan?

TAKE Heart's plan reported $149K in assets and 10 participants for 2025.

Original filing (PDF)20260429220805NAL0011473089080

TAKE Heart

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

Form 5500-SF

FILING_RECEIVED

TAKE Heart 401(k) Plan

401(k) retirement plan · TAKE Heart's TAKE Heart 401(k) Plan held $149K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

TAKE Heart's EIN is 45-0647380.

EIN 45-0647380

Plan number 001

Plan year 2025

ACK ID 20260429220805NAL0011473089080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TAKE Heart from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TAKE HEART

EIN

all filings

Address

1211 E 11TH ST STE 100 · STE 100 · AUSTIN, TX · 78702

Phone

(512) 366-5667

Industry

Retail Trade

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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