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RICHARD HEATH & ASSOCIATES, INC. 401(k) Plan

What public Form 5500 filings show about the RICHARD HEATH & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$11.1M
Participants
218
Plans on file
1

The RICHARD HEATH & ASSOCIATES, INC. 401(k) on its latest Form 5500

RICHARD HEATH & ASSOCIATES, INC. (EIN 94-2625839) reports RICHARD HEATH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $11.1M in plan assets across 218 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full RICHARD HEATH & ASSOCIATES, INC. filing — schedules, fees, and providers.

Who runs the RICHARD HEATH & ASSOCIATES, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your RICHARD HEATH & ASSOCIATES, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): REGENCY INVESTMENT ADVISORS.

How to check your RICHARD HEATH & ASSOCIATES, INC. 401(k)

  • Log in to Empower’s participant portal (the site on your statements).
  • Ask RICHARD HEATH & ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: RICHARD HEATH & ASSOCIATES, INC. — all Form 5500 filings (EIN 94-2625839) · California employer EIN lookup · Form 5500 search
RICHARD HEATH & ASSOCIATES, INC. 401(k) Plan — Form 5500