How big is Healthagree LLC's plan?

Healthagree LLC's plan reported $841K in assets and 4 participants for 2024.

Original filing (PDF)20250702133031NAL0013021137002

Healthagree LLC

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

Form 5500-SF

FILING_RECEIVED

Healthagree LLC Retirement Trust

401(k) retirement plan · Healthagree LLC's Healthagree LLC Retirement Trust held $841K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

People on this filing

Joshua Kaufmann signed Healthagree LLC's 2024 Form 5500 as plan administrator.

Joshua Kaufmann — 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

Healthagree LLC's EIN is 20-1149203.

EIN 20-1149203

Plan number 001

Plan year 2024

ACK ID 20250702133031NAL0013021137002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Healthagree LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 HEALTHAGREE 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