How big is The Heart Center PLLC's plan?

The Heart Center PLLC's plan reported $833K in assets and 14 participants for 2024.

Original filing (PDF)20251015171800NAL0010511698001

The Heart Center PLLC

Name: The Heart Center PLLC — The Heart Center 401(k) Plan, Form 5500 (2024)
Creator: The Heart Center PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heart Center 401(k) Plan

401(k) retirement plan · The Heart Center PLLC's The Heart Center 401(k) Plan held $833K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

People on this filing

David Wetsman for TRPC signed The Heart Center PLLC's 2024 Form 5500 as plan administrator.

David Wetsman for TRPC — 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

The Heart Center PLLC's EIN is 82-3963017.

EIN 82-3963017

Plan number 001

Plan year 2024

ACK ID 20251015171800NAL0010511698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Heart Center PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Heart Center PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HEART CENTER PLLC.

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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