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Home/Plans/Winning Hearts, LLC

Original filing (PDF)20250617112056NAL0002813792001

Winning Hearts, LLC

Form 5500-SF

FILING_RECEIVED

Winning Hearts Retirement Plan

401(k) retirement plan · Winning Hearts, LLC's Winning Hearts Retirement Plan held $171K in plan assets for 32 participants in 2024.

Active participants

32

Accounts w/ balance

7

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

Plan identifiers

Winning Hearts, LLC's EIN is 87-2386364.

EIN 87-2386364

Plan number 001

Plan year 2024

ACK ID 20250617112056NAL0002813792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Winning Hearts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

42

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

WINNING HEARTS, LLC

EIN

Address

4090 SOUTH VILLAGE ROW · NEW PALESTINE, IN · 46163

Phone

(317) 750-1368

Industry

Accommodation & Food Services

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

2025-06-17

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)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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