How big is The Holistic Heart LLC's plan?

The Holistic Heart LLC's plan reported $102K in assets and 20 participants for 2024.

Original filing (PDF)20250904182146NAL0027797056001

The Holistic Heart LLC

Name: The Holistic Heart LLC — The Holistic Heart LLC, Form 5500 (2024)
Creator: The Holistic Heart LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Holistic Heart LLC - 401(k)

401(k) retirement plan · The Holistic Heart LLC's The Holistic Heart LLC - 401(k) held $102K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Kristen Acciari signed The Holistic Heart LLC's 2024 Form 5500 as plan administrator.

Kristen Acciari — 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

The Holistic Heart LLC's EIN is 47-3232289.

EIN 47-3232289

Plan number 001

Plan year 2024

ACK ID 20250904182146NAL0027797056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Holistic Heart LLC'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 THE HOLISTIC HEART 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