How big is Heart + PAW Intermediate Holdings, LLC's plan?

Heart + PAW Intermediate Holdings, LLC's plan reported $9.1M in assets and 373 participants for 2024.

Original filing (PDF)20251016124003NAL0003187859001

Heart + PAW Intermediate Holdings, LLC

Name: Heart + PAW Intermediate Holdings, LLC — Form 5500 Plan 001 (2024)
Creator: Heart + PAW Intermediate Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Heart + PAW 401(k) Plan

401(k) retirement plan · Heart + PAW Intermediate Holdings, LLC's Heart + PAW 401(k) Plan held $9.1M in plan assets for 373 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

373

Accounts w/ balance

414

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

Plan identifiers

Heart + PAW Intermediate Holdings, LLC's EIN is 83-1504155.

EIN 83-1504155

Plan number 001

Plan year 2024

ACK ID 20251016124003NAL0003187859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heart + PAW Intermediate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heart + PAW Intermediate Holdings, LLC's plan includes 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 HEART + PAW INTERMEDIATE HOLDINGS, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HEART + PAW INTERMEDIATE HOLDINGS, LLC

EIN

all filings

Address

1055 WESTLAKES DRIVE, SUITE 300 · BERWYN, PA · 19312

Phone

(484) 548-2917

Industry

Professional & Technical 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

2025-10-16

Pension benefit codes

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

BELFINT, LYONS & SHUMAN, P.A

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $9.1M(100% of reported assets)

Mutual Funds

$8.2M

22 holdings

Common Collective Trusts

$456K

1 holding

Other securities

$308K

7 holdings

Bonds / Notes

$117K

1 holding

					% of plan
Vanguard Target Retirement 2055 Mutual Funds	Mutual Funds	—	—	$1.5M	16.8%
Vanguard Target Retirement 2050 Mutual Funds	Mutual Funds	—	—	$1.4M	15.1%
Vanguard Target Retirement 2045 Mutual Funds	Mutual Funds	—	—	$1.2M	13.0%
Vanguard Target Retirement 2060 Mutual Funds	Mutual Funds	—	—	$894K	9.8%
Vanguard Target Retirement 2040 Mutual Funds	Mutual Funds	—	—	$572K	6.3%
Vanguard Target Retirement 2035 Mutual Funds	Mutual Funds	—	—	$557K	6.1%
Vanguard Target Retirement 2030 Mutual Funds	Mutual Funds	—	—	$517K	5.7%
Vanguard Target Retirement 2065 Mutual Funds	Mutual Funds	—	—	$482K	5.3%
Vanguard 500 Index Mutual Funds	Common Collective Trusts	—	—	$456K	5.0%
Vanguard Target Retirement 2025 Mutual Funds	Mutual Funds	—	—	$373K	4.1%
Vanguard Target Retirement Income Mutual Funds	Mutual Funds	—	—	$191K	2.1%
Columbia Balanced Mutual Funds	Other securities	—	—	$129K	1.4%
JPMorgan Large Cap Growth Mutual Funds	Other securities	—	—	$125K	1.4%
Participant Loans Bearing interest at 5.75%-9.50% -	Bonds / Notes	—	—	$117K	1.3%
American Funds Washington Mutual Funds	Mutual Funds	—	—	$111K	1.2%
Vanguard Total Intl Stock Index Mutual Funds	Mutual Funds	—	—	$108K	1.2%
MFS Mid Cap Growth Mutual Funds	Mutual Funds	—	—	$94K	1.0%
Vanguard Federal Money Market Inv Interest Bearing Cash	Mutual Funds	—	—	$69K	0.8%
Vanguard Total Bond Market Index Mutual Funds	Mutual Funds	—	—	$35K	0.4%
Voya Intermediate Bond Mutual Funds	Other securities	—	—	$30K	0.3%
Vanguard Mid-Cap Value Index Mutual Funds	Mutual Funds	—	—	$27K	0.3%
Vanguard Target Retirement 2070 Mutual Funds	Mutual Funds	—	—	$18K	0.2%
Vanguard Small-Cap Index Mutual Funds	Mutual Funds	—	—	$18K	0.2%
Vanguard High Yield Mutual Funds	Mutual Funds	—	—	$17K	0.2%
Principal SmallCap Value Mutual Funds	Other securities	—	—	$15K	0.2%
Vanguard Target Retirement 2020 Mutual Funds	Mutual Funds	—	—	$13K	0.1%
American Funds New World Mutual Funds	Mutual Funds	—	—	$12K	0.1%
JPMorgan Equity Income Mutual Funds	Other securities	—	—	$4K	<0.1%
Vanguard Inflation-Protected Sec Mutual Funds	Mutual Funds	—	—	$4K	<0.1%
American Century Real Estate Mutual Funds	Other securities	—	—	$3K	<0.1%
Goldman Sachs Inernational Equity Insights Mutual Funds	Other securities	—	—	$2K	<0.1%