How big is Healthtap's plan?

Healthtap's plan reported $2.6M in assets and 31 participants for 2024.

Original filing (PDF)20250610121611NAL0043756146001

Healthtap

Name: Healthtap — Healthtap 401(k) Plan, Form 5500 (2024)
Creator: Healthtap
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Healthtap 401(k) Plan

401(k) retirement plan · Healthtap's Healthtap 401(k) Plan held $2.6M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Patricia Leeper signed Healthtap's 2024 Form 5500 as plan administrator.

Patricia Leeper — 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

Healthtap's EIN is 27-2245888.

EIN 27-2245888

Plan number 001

Plan year 2024

ACK ID 20250610121611NAL0043756146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Healthtap'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 HEALTHTAP.

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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.

Plan sponsor

Name

HEALTHTAP

EIN

all filings

Address

209 E JAVA DR # 61987 · SUNNYVALE, CA · 94088

Phone

(650) 942-1541

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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