Original filing (PDF)20250730185817NAL0009001970001

HEART TECH LLC

Name: HEART TECH LLC — HEART TECH LLC 401K PLAN, Form 5500 (2024)
Creator: HEART TECH LLC

Form 5500-SF

FILING_RECEIVED

HEART TECH LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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.

Decision-maker contacts

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

Plan sponsor

Name

HEART TECH LLC

EIN

45-2446758all filings

Address

2745 FIRST ST. UNIT 2401 · FORT MYERS, FL · 33916

Phone

(239) 896-5260

Industry

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

NATERA, INC.

NATERA PUERTO RICO 1081.01 RETIREMENT PLAN

$59K · 3 participants

CENTURY CLINICAL RESEARCH, INC.

CENTURY CLINICAL RESEARCH, INC. 401K PLAN

$60K · 5 participants

BROKEN SHACKLE RANCH

BROKEN SHACKLE RANCH GCF BENEFIT PLAN

$58K · 9 participants

PAULIN ENTERPRISES INC

PAULIN ENTERPRISES 401(K) PLAN

$60K · 17 participants

IQ GENETIX

IQ GENETIX-401K

$60K · 23 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.