403(B) THRIFT PLAN FOR EMPLOYEES OF HEART OF AMERICA
Defined-contribution retirement plan
Active participants
43
Accounts w/ balance
40
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
29
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART OF AMERICA.
Plan sponsor
Name
HEART OF AMERICA
EIN
52-2034127
Address
1255 UNION ST NE, SUITE 700, · WASHINGTON, DC · 20002
