How big is Health Data Specialist's plan?

Health Data Specialist's plan reported $99K in assets and 2 participants for 2024.

Original filing (PDF)20250704031355NAL0000427683001

Health Data Specialist

Name: Health Data Specialist — Health Data Specialists, Form 5500 (2024)
Creator: Health Data Specialist
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Health Data Specialists 401(k) Plan

401(k) retirement plan · Health Data Specialist's Health Data Specialists 401(k) Plan held $99K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

Mahesh Bhalgat signed Health Data Specialist's 2024 Form 5500 as plan administrator.

Mahesh Bhalgat — 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

Health Data Specialist's EIN is 30-1279062.

EIN 30-1279062

Plan number 001

Plan year 2024

ACK ID 20250704031355NAL0000427683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Health Data Specialist's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTH DATA SPECIALIST.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HEALTH DATA SPECIALIST

EIN

all filings

Address

107 NORTH TACOMA AVENUE · TACOMA, WA · 98403

Phone

(425) 655-3347

Industry

Professional & Technical Services

Plan administrator