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

Heart HCPE Group, LLC's plan reported $271K in assets and 55 participants for 2024.

Original filing (PDF)20251009144305NAL0007154465001

Heart HCPE Group, LLC

Name: Heart HCPE Group, LLC — The Heart 401(k) Plan, Form 5500 (2024)
Creator: Heart HCPE Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heart 401(k) Plan

401(k) retirement plan · Heart HCPE Group, LLC's The Heart 401(k) Plan held $271K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Michael Vanderford signed Heart HCPE Group, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 HCPE Group, LLC's EIN is 99-4778050.

EIN 99-4778050

Plan number 001

Plan year 2024

ACK ID 20251009144305NAL0007154465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off