How big is Heartwood Tree Care LLC's plan?

Heartwood Tree Care LLC's plan reported $1.0M in assets and 48 participants for 2024.

Original filing (PDF)20250610200521NAL0013347715001

Heartwood Tree Care LLC

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

Form 5500-SF

FILING_RECEIVED

Heartwood Tree Care LLC 401(k) Plan

401(k) retirement plan · Heartwood Tree Care LLC's Heartwood Tree Care LLC 401(k) Plan held $1.0M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Shirley Horner signed Heartwood Tree Care LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Tree Care LLC's EIN is 99-0423958.

EIN 99-0423958

Plan number 001

Plan year 2024

ACK ID 20250610200521NAL0013347715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Vendor & structure

100

Helping the score