How big is Heartwood AZ's plan?

Heartwood AZ's plan reported $206K in assets and 37 participants for 2024.

Original filing (PDF)20250908084122NAL0040616738001

Heartwood AZ

Name: Heartwood AZ — Heartwood AZ 401(k), Form 5500 (2024)
Creator: Heartwood AZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartwood AZ 401(k)

401(k) retirement plan · Heartwood AZ's Heartwood AZ 401(k) held $206K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

People on this filing

Sherri Sampson signed Heartwood AZ's 2024 Form 5500 as plan administrator.

Sherri Sampson — 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

Heartwood AZ's EIN is 82-2411118.

EIN 82-2411118

Plan number 001

Plan year 2024

ACK ID 20250908084122NAL0040616738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTWOOD AZ.

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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

HEARTWOOD AZ

EIN

all filings

Address

207 NORTH MESA DRIVE · MESA, AZ · 85201

Phone

(602) 403-8514

Industry

Educational Services

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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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