How big is Heartlegacy's plan?

Heartlegacy's plan reported $243K in assets and 26 participants for 2024.

Original filing (PDF)20250718093527NAL0002273216001

Heartlegacy

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

Form 5500-SF

FILING_RECEIVED

Heartlegacy 401(k) Plan

401(k) retirement plan · Heartlegacy's Heartlegacy 401(k) Plan held $243K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

People on this filing

Marcus Bowie signed Heartlegacy's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Heartlegacy's EIN is 47-1627031.

EIN 47-1627031

Plan number 001

Plan year 2024

ACK ID 20250718093527NAL0002273216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heartlegacy'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 HEARTLEGACY.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Plan sponsor

Name

HEARTLEGACY

EIN

all filings

Address

9037 INDEPENDENCE AVE SUITE C · DAPHNE, AL · 36526

Phone

(855) 474-2744

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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