How big is Sacred Hearts LLC's plan?

Sacred Hearts LLC's plan reported $76K in assets and 11 participants for 2024.

Original filing (PDF)20250812050949NAL0011002144001

Sacred Hearts LLC

Name: Sacred Hearts LLC — Sacred Hearts LLC RS, Form 5500 (2024)
Creator: Sacred Hearts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sacred Hearts LLC RS

401(k) retirement plan · Sacred Hearts LLC's Sacred Hearts LLC RS held $76K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Dana Reese signed Sacred Hearts LLC's 2024 Form 5500 as plan administrator.

Dana Reese — 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

Sacred Hearts LLC's EIN is 81-1378599.

EIN 81-1378599

Plan number 001

Plan year 2024

ACK ID 20250812050949NAL0011002144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sacred Hearts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SACRED HEARTS LLC

EIN

all filings

Address

3681 GREEN RD STE 305 · BEACHWOOD, OH · 44122

Phone

(216) 970-8841

Industry

Health Care & Social Assistance

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

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