How big is Hearthstone Advisors' plan?

Hearthstone Advisors' plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250825111247NAL0007794977001

Hearthstone Advisors

Name: Hearthstone Advisors — Hearthstone Advisors, Form 5500 (2024)
Creator: Hearthstone Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hearthstone Advisors Retirement Plan

401(k) retirement plan · Hearthstone Advisors' Hearthstone Advisors Retirement Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Ronald Kaplan signed Hearthstone Advisors' 2024 Form 5500 as plan administrator.

Ronald Kaplan — 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

Hearthstone Advisors' EIN is 83-0721827.

EIN 83-0721827

Plan number 001

Plan year 2024

ACK ID 20250825111247NAL0007794977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hearthstone Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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