Original filing (PDF)20250408153844NAL0034662498001

HEART & CAKE LLC

Name: HEART & CAKE LLC — HEART & CAKE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HEART & CAKE LLC

Form 5500-SF

FILING_RECEIVED

HEART & CAKE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

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 HEART & CAKE LLC.

Plan sponsor

Name

HEART & CAKE LLC

EIN

82-1462731

Address

8635 BLANDING BLVD STE 202A · JACKSONVILLE, FL · 322446687

Phone

(904) 868-6371

Industry

Retail Tradesee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CAKE MATTERS, INC.

CAKE MATTERS, INC. 401(K) PLAN

$76K · 26 participants

SWANDERFUL LLC DBA NOTHING BUNDT CAKES

SWANDERFUL HOLDINGS RETIREMENT PLAN

$75K · 14 participants

PEG ENERGY

$78K · 16 participants

FAIRBANKS BREAD & BAGELS, LLC

FAIRBANKS BREAD & BAGELS, LLC 401(K) PLAN

$78K · 31 participants

SEVA COMPANIES, LLC

SEVA 401(K) PROFIT SHARING PLAN AND TRUST

$78K · 2 participants