Original filing (PDF)20230629124417NAL0007125169001

HARTWELL HOLDINGS

Name: HARTWELL HOLDINGS — HARTWELL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: HARTWELL HOLDINGS

Form 5500-SF

FILING_RECEIVED

HARTWELL HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

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

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 HARTWELL HOLDINGS.

Plan sponsor

Name

HARTWELL HOLDINGS

EIN

65-0463844

Address

6939 CORRAL GATE LN · SARASOTA, FL · 34241

Phone

(239) 537-3121

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Information / Tech / Media plans

G & G MEDIA GROUP HOLDINGS LLC

G & G MEDIA HOLDINGS 401(K) PLAN

$69K · 8 participants

RUMPUS WRITING AND EDITING LLC

RUMPUS WRITING AND EDITING LLC 401(K) PLAN

$69K · 5 participants

BLUEDOT, INC.

BLUEDOT, INC. 401(K) PLAN

$71K · 11 participants

VV PUBLICATION ACQUISITION LLC

VV PUBLICATION ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST

$65K · 2 participants

CONSUMER REPORTS, INC.

NEWSGUILD OF NEW YORK CONSUMER REPORTS PENSION PLA