How big is Heart Tech LLC's plan?

Heart Tech LLC's plan reported $59K in assets and 1 participants for 2024.

Original filing (PDF)20250730185817NAL0009001970001

Heart Tech LLC

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

Form 5500-SF

FILING_RECEIVED

Heart Tech LLC 401(k) Plan

401(k) retirement plan · Heart Tech LLC's Heart Tech LLC 401(k) Plan held $59K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Jeffrey Connelly signed Heart Tech LLC's 2024 Form 5500 as plan administrator.

Jeffrey Connelly — 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 Tech LLC's EIN is 45-2446758.

EIN 45-2446758

Plan number 001

Plan year 2024

ACK ID 20250730185817NAL0009001970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heart Tech 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 HEART TECH 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

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

Plan sponsor

Name

HEART TECH LLC

EIN

all filings

Address

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

Phone

(239) 896-5260

Industry

Health Care & Social Assistance

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

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