How big is Heart Wellness Group, LLC's plan?

Heart Wellness Group, LLC's plan reported $58K in assets and 6 participants for 2024.

Original filing (PDF)20250724222220NAL0007904784001

Heart Wellness Group, LLC

Name: Heart Wellness Group, LLC — Heart Wellness Group, Form 5500 (2024)
Creator: Heart Wellness Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heart Wellness Group, LLC 401(k) Plan

401(k) retirement plan · Heart Wellness Group, LLC's Heart Wellness Group, LLC 401(k) Plan held $58K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

People on this filing

Kunal Domakonda signed Heart Wellness Group, LLC's 2024 Form 5500 as plan administrator.

Kunal Domakonda — 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 Wellness Group, LLC's EIN is 88-3032038.

EIN 88-3032038

Plan number 001

Plan year 2024

ACK ID 20250724222220NAL0007904784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heart Wellness Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART WELLNESS GROUP, 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