Original filing (PDF)20251104131244NAL0006605875001

HEARTLY HOUSE, INC.

Name: HEARTLY HOUSE, INC. — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEARTLY HOUSE, INC., Form 5500 (2024)
Creator: HEARTLY HOUSE, INC.

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEARTLY HOUSE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 HEARTLY HOUSE, INC..

Plan sponsor

Name

HEARTLY HOUSE, INC.

EIN

52-1186250

Address

PO BOX 857 · FREDERICK, MD · 217050857

Phone

(301) 418-6610

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-04

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

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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