How big is HAE/PT, LLC's plan?

HAE/PT, LLC's plan reported $168K in assets and 22 participants for 2025.

Original filing (PDF)20260429221238NAL0011483089008

HAE/PT, LLC

Name: HAE/PT, LLC — HAE/PT 401(k) Plan, Form 5500 (2025)
Creator: HAE/PT, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HAE/PT 401(k) Plan

401(k) retirement plan · HAE/PT, LLC's HAE/PT 401(k) Plan held $168K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Elantha Barry signed HAE/PT, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

HAE/PT, LLC's EIN is 85-2018464.

EIN 85-2018464

Plan number 001

Plan year 2025

ACK ID 20260429221238NAL0011483089008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HAE/PT, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HAE/PT, 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 HAE/PT, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HAE/PT, LLC

EIN

all filings

Address

3 JESSICA LANE · WAKEFIELD, MA · 01880

Phone

(617) 851-5315

Industry

Health Care & Social Assistance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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