Back to filter
Original filing (PDF)20251015084450NAL0004102001001
ABLEHEARTS COMMUNICATIONS LLC D/B/A ABLEHEARTS CONSULTING SERVICES LLC
Form 5500
FILING_RECEIVED
ABLEHEARTS HEALTHCARE FOUNDATION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
706
Accounts w/ balance
307
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABLEHEARTS COMMUNICATIONS LLC D/B/A ABLEHEARTS CONSULTING SERVICES LLC.
Plan sponsor
Name
ABLEHEARTS COMMUNICATIONS LLC D/B/A ABLEHEARTS CONSULTING SERVICES LLC
EIN
86-3108088
Address
4042 PARK OAKS BLVD. · TAMPA, FL · 33610
Phone
(212) 649-9748
Industry
Health Care & Social Assistancesee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $7.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.2M
26 holdings
Common Collective Trust
$27K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies T. Rowe Price 125T. Rowe Price Retirement 2025 Fund I Class | — | — | — | $1.2M | 17.1% | |
| T. Rowe Price 114T. Rowe Price Retirement 2035 Fund I Class | — | — | — | $932K | 12.9% | |
| T. Rowe Price 115T. Rowe Price Retirement 2030 Fund I Class | — | — | — | $889K | 12.3% | |
| T. Rowe Price 116T. Rowe Price Retirement 2045 Fund I Class | — | — | — | $839K | 11.6% | |
| T. Rowe Price 118T. Rowe Price Retirement 2040 Fund I Class | — | — | — | $712K | 9.8% | |
| Vanguard 111Vanguard 500 Index Fund Admiral Shares | — | — | — | $581K | 8.0% | |
| T. Rowe Price 122T. Rowe Price Retirement 2050 Fund I Class | — | — | — | $544K | 7.5% | |
| T. Rowe Price 117T. Rowe Price Retirement 2055 Fund I Class | — | — | — | $471K | 6.5% | |
| T. Rowe Price 112T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $250K | 3.5% | |
| T. Rowe Price 143T. Rowe Price Retirement 2060 Fund I Class | — | — | — | $105K | 1.5% | |
| Vanguard # Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $90K | 1.2% | |
| Participant Notes Receivable Interest rates range from 4.00% to 8.50% | — | — | — | $85K | 1.2% | |
| American Funds 124American Beacon LG Cap Value Fund Class R6 | — | — | — | $81K | 1.1% | |
| T. Rowe Price 126T. Rowe Price Retirement 2020 Fund I Class | — | — | — | $58K | 0.8% | |
| Macquarie 134Macquarie Small Cap Core R6 | — | — | — | $55K | 0.8% | |
| MFS 138MFS Mid Cap Value Fund Class R6 | — | — | — | $54K | 0.7% | |
| Fidelity 140Fidelity Small Cap Growth Index Fund | — | — | — | $52K | 0.7% | |
| MFS 133MFS Value Fund Class R6 | — | — | — | $48K | 0.7% | |
| American Funds 123American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $37K | 0.5% | |
| Collective Investment Trust Fund Galliard 142Galliard Stable Return Fund C | — | — | — | $27K | 0.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $27K | 0.4% | |
| T. Rowe Price 141T. Rowe Price Retirement 2065 Fund I Class | — | — | — | $23K | 0.3% | |
| DFA 128DFA Emerging Markets Portfolio Institutional Class | — | — | — | $16K | 0.2% | |
| T. Rowe Price 132T. Rowe Price Retirement 2015 Fund I Class | — | — | — | $12K | 0.2% | |
| PIMCO 120PIMCO Total Return Fund Institutional Class | — | — | — | $10K | 0.1% | |
| T. Rowe Price 135T. Rowe Price Retirement 2005 Fund I Class | — | — | — | $10K | 0.1% | |
| Alliance Bernstein 139Alliance Bernstein Global Bond Fund Class Z | — | — | — | $9K | 0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
THE WARTBURG HOME
WARTBURG ADULT CARE COMMUNITY 403(B) SAVINGS PLAN
$7.2M · 287 participants
NORTHERN MANHATTAN NURSING HOME, INC.
NORTHERN MANHATTAN NURSING HOME, INC. 401(K) PLAN
$7.2M · 42 participants
EGER LUTHERAN HOMES AND SERVICES, INC.
403(B) TAX-DEFERRED ANNUITY PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.
$7.2M · 440 participants
TEAM STAFFING, LLC
TEAM STAFFING, LLC 401(K) RETIREMENT PLAN
$7.2M · 7,305 participants
THE VILLAGE AT MANOR PARK, INC.
THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN
$7.3M · 260 participants
ADMINISTRATIVE RESOURCES
ADMINISTRATIVE RESOURCES 401(K) PLAN
$7.3M · 224 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants