Original filing (PDF)20240524095738NAL0013193810001

HEARTWISE INCORPORATED

Name: HEARTWISE INCORPORATED — HEARTWISE INCORPORATED RETIREMENT PLAN, Form 5500 (2023)
Creator: HEARTWISE INCORPORATED

Form 5500-SF

FILING_RECEIVED

HEARTWISE INCORPORATED RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTWISE INCORPORATED.

Plan sponsor

Name

HEARTWISE INCORPORATED

EIN

45-5252765

Address

2973 HARBOR BOULEVARD, #472 · COSTA MESA, CA · 92626

Phone

(714) 352-3126

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-05-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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