Original filing (PDF)20250512113238NAL0038457826001

HEARTWOOD DEVELOPMENT COMPANY II, LLC

Name: HEARTWOOD DEVELOPMENT COMPANY II, LLC — HEARTWOOD DEVELOPMENT COMPANY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: HEARTWOOD DEVELOPMENT COMPANY II, LLC

Form 5500-SF

FILING_RECEIVED

HEARTWOOD DEVELOPMENT COMPANY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTWOOD DEVELOPMENT COMPANY II, LLC.

Plan sponsor

Name

HEARTWOOD DEVELOPMENT COMPANY II, LLC

EIN

85-3620095

Address

100 NE LOOP 410, SUITE 1080 · SAN ANTONIO, TX · 78216

Phone

(210) 817-8810

Industry

Constructionsee all

Plan administrator