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Original filing (PDF)20251014140137NAL0002963937001
HELLO HEART INC.
Form 5500
FILING_RECEIVED
HELLO HEART 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
147
Accounts w/ balance
192
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "through 2028 $ -" is 38% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLO HEART INC..
Plan sponsor
Name
HELLO HEART INC.
EIN
82-3489727
Address
525 MIDDLEFIELD ROAD SUITE 220 · MENLO PARK, CA · 94025
Phone
(415) 246-5444
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
48 direct securities · 1 pooled fund· $22.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.7M
48 holdings
Common Collective Trust
$61K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| through 2028 $ - | — | — | — | $8.6M | 100.0% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $1.3M | 15.4% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $1.0M | 12.1% | |
| Fidelity 500 Index Fund - | — | — | — | $1.0M | 11.9% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $872K | 10.1% | |
| Fidelity 500 Index Fund - | — | — | — | $795K | 9.2% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $738K | 8.6% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $688K | 8.0% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $678K | 7.9% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $513K | 6.0% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $502K | 5.8% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $467K | 5.4% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $463K | 5.4% | |
| JP Morgan Large Cap Growth R6 - | — | — | — | $436K | 5.1% | |
| Fidelity Total International Index Fund - | — | — | — | $413K | 4.8% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $390K | 4.5% | |
| Fidelity Extended Market Index Fund - | — | — | — | $357K | 4.2% | |
| Fidelity Extended Market Index Fund - | — | — | — | $302K | 3.5% | |
| Fidelity Total Market Index Fund - | — | — | — | $295K | 3.4% | |
| JP Morgan Large Cap Growth R6 - | — | — | — | $263K | 3.1% | |
| Fidelity Total International Index Fund - | — | — | — | $263K | 3.1% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $261K | 3.0% | |
| American Funds EuroPacific Growth R6 - | — | — | — | $200K | 2.3% | |
| Fidelity U.S. Bond Index Fund - | — | — | — | $160K | 1.9% | |
| American Funds EuroPacific Growth R6 - | — | — | — | $154K | 1.8% | |
| PGIM Total Return Bond R6 - | — | — | — | $142K | 1.7% | |
| Fidelity Total Market Index Fund - | — | — | — | $139K | 1.6% | |
| PGIM Total Return Bond R6 - | — | — | — | $131K | 1.5% | |
| Vanguard FTSE Social Index Fund Admiral - | — | — | — | $127K | 1.5% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $96K | 1.1% | |
| DFA U.S. Targeted Value I - | — | — | — | $94K | 1.1% | |
| Dodge & Cox Stock X - | — | — | — | $92K | 1.1% | |
| Fidelity U.S. Bond Index Fund - | — | — | — | $90K | 1.0% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $90K | 1.0% | |
| Dodge & Cox Stock X - | — | — | — | $85K | 1.0% | |
| DFA U.S. Targeted Value I - | — | — | — | $76K | 0.9% | |
| Notes receivable from participants Interest rates from 6.50%-9.50% with maturity dates - | — | — | — | $62K | 0.7% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE STABLE VALUE CIT · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $61K | 0.7% | |
| Janus Henderson Triton N Fund - | — | — | — | $54K | 0.6% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $43K | 0.5% | |
| Vanguard FTSE Social Index Fund Admiral - | — | — | — | $40K | 0.5% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $37K | 0.4% | |
| Janus Henderson Triton N Fund - | — | — | — | $35K | 0.4% | |
| T. Rowe Price Stable Value Common Trust Fund Class A - | — | — | — | $33K | 0.4% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2070 Fund - | — | — | — | $2K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral - | — | — | — | $1K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral - | — | — | — | $1K | <0.1% |