How big is Heartwood Pacific, LLC's plan?

Heartwood Pacific, LLC's plan reported $3.7M in assets and 20 participants for 2024.

Original filing (PDF)20251009100206NAL0015200802001

Heartwood Pacific, LLC

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

Form 5500-SF

FILING_RECEIVED

Heartwood Pacific LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Heartwood Pacific, LLC's Heartwood Pacific LLC 401(k) Profit Sharing Plan held $3.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Anthony Warren signed Heartwood Pacific, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Heartwood Pacific, LLC's EIN is 99-0350521.

EIN 99-0350521

Plan number 001

Plan year 2024

ACK ID 20251009100206NAL0015200802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heartwood Pacific, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HEARTWOOD PACIFIC, LLC

EIN

all filings

Address

PO BOX 1719 · KEAAU, HI · 96749

Phone

(808) 327-6700

Industry

Construction

Plan administrator