Original filing (PDF)20250611072735NAL0025679984001

HEARTWOOD RESTORATION

Name: HEARTWOOD RESTORATION — HEARTWOOD RESTORATION 401(K) PLAN, Form 5500 (2024)
Creator: HEARTWOOD RESTORATION

Form 5500-SF

FILING_RECEIVED

HEARTWOOD RESTORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARTWOOD RESTORATION.

Plan sponsor

Name

HEARTWOOD RESTORATION

EIN

92-2324292

Address

10584 LA VITA CT · SAN DIEGO, CA · 92131

Phone

(858) 305-7592

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

INTERSTATE GLASS LLC

$11K · 7 participants

OMNI BUSINESS SYSTEMS-FAXPLUS, INC.

OMNI BUSINESS SYSTEMS-FAXPLUS, INC. HEALTH AND WELFARE PLAN

$11K

K&W ELECTRIC, INC.

NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST

$11K · 13 participants

AMTEC HUMAN CAPITAL, INC

AMTEC HUMAN CAPITAL, INC. HEALTH & WELFARE PLAN

$11K

CUTCORE LLC

CUTCORE LLC 401(K) PLAN

$11K · 5 participants