How big is Heart & SOUL Custom Window & GLA's plan?

Heart & SOUL Custom Window & GLA's plan reported $356K in assets and 8 participants for 2024.

Original filing (PDF)20250715120252NAL0002880656001

Heart & SOUL Custom Window & GLA

Name: Heart & SOUL Custom Window & GLA — Heart & SOUL, Form 5500 (2024)
Creator: Heart & SOUL Custom Window & GLA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heart & SOUL Custom Window & Glass Installation Inc.

401(k) retirement plan · Heart & SOUL Custom Window & GLA's Heart & SOUL Custom Window & Glass Installation Inc. held $356K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Karen Cardello signed Heart & SOUL Custom Window & GLA's 2024 Form 5500 as plan administrator.

Karen Cardello — 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 & SOUL Custom Window & GLA's EIN is 85-2532902.

EIN 85-2532902

Plan number 001

Plan year 2024

ACK ID 20250715120252NAL0002880656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heart & SOUL Custom Window & GLA'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 & SOUL CUSTOM WINDOW & GLA.

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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