401(k) retirement plan · Healy Wealth Management, LLC's Healy Wealth Management Individual 401(k) Plan held $640K in plan assets for 3 participants in 2025.
Signals · 2
Late filing · 31.9 moHigh average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
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
75
Total plan cost
n/a
Plan health
88
Vendor & structure
100
Knocking points off
Filed 31.9 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALY WEALTH MANAGEMENT, LLC.
