How big is Heart & Heart LLC's plan?

Heart & Heart LLC's plan reported $756 in assets and 214 participants for 2024.

Original filing (PDF)20250731100351NAL0005854145001

Heart & Heart LLC

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

Form 5500-SF

FILING_RECEIVED

Heart & Heart LLC 401(k) Plan

401(k) retirement plan · Heart & Heart LLC's Heart & Heart LLC 401(k) Plan held $756 in plan assets for 214 participants in 2024.

Signals · 1

No auditor on file

Active participants

214

Accounts w/ balance

Plan assets (EOY)

$756

Net assets (EOY)

$756

People on this filing

Shirley Horner signed Heart & Heart LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Heart & Heart LLC's EIN is 85-0550652.

EIN 85-0550652

Plan number 001

Plan year 2024

ACK ID 20250731100351NAL0005854145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heart & Heart LLC's 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 HEART & HEART LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score