Original filing (PDF)20250812050949NAL0011002144001

SACRED HEARTS LLC

Name: SACRED HEARTS LLC — SACRED HEARTS LLC RS, Form 5500 (2024)
Creator: SACRED HEARTS LLC

Form 5500-SF

FILING_RECEIVED

SACRED HEARTS LLC RS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SACRED HEARTS LLC.

Plan sponsor

Name

SACRED HEARTS LLC

EIN

81-1378599

Address

3681 GREEN RD STE 305 · BEACHWOOD, OH · 44122

Phone

(216) 970-8841

Industry

Health Care & Social Assistancesee all

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

2025-08-12

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 Health Care & Social Assistance plans

MID FLORIDA PHYSICIANS GROUP INC

MID FLORIDA PHYSICIANS GROUP INC - 401K

$76K · 8 participants

ASSURED CARE ENTERPRISES INC. DBA CLOVERLEAF CARE

CLOVERLEAF CARE 401(K) PLAN

$76K · 8 participants

ULTIMATE CARE SERVICES LLC

$76K · 94 participants

SHARED TOUCH, INC

SHARED TOUCH 1 401(K) PLAN

$76K · 93 participants

HOME IS WHERE THE HEART IS LET

HOME IS WHERE THE HEART IS 401K PLAN

$76K · 25 participants