Original filing (PDF)20240524095738NAL0013193810001

Heartwise Incorporated

Name: Heartwise Incorporated — Heartwise Incorporated, Form 5500 (2023)
Creator: Heartwise Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartwise Incorporated Retirement Plan

401(k) retirement plan · Heartwise Incorporated's Heartwise Incorporated Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Tuong Nguyen signed Heartwise Incorporated's 2023 Form 5500 as plan administrator.

Tuong Nguyen — 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

Heartwise Incorporated's EIN is 45-5252765.

EIN 45-5252765

Plan number 001

Plan year 2023

ACK ID 20240524095738NAL0013193810001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Heartwise Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Heartwise Incorporated's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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