How big is Russell Heath's plan?

Russell Heath's plan reported $646K in assets and 1 participants for 2024.

Original filing (PDF)20260305174635NAL0004547377001

Russell Heath

Name: Russell Heath — Russell Heath Coaching, Form 5500 (2024)
Creator: Russell Heath
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Russell Heath Coaching

401(k) retirement plan · Russell Heath's Russell Heath Coaching held $646K in plan assets for 1 participants in 2024.

Signals · 2

Late filing · 3.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Russell Heath signed Russell Heath's 2024 Form 5500 as plan administrator.

Russell Heath — 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

Russell Heath's EIN is 47-1803803.

EIN 47-1803803

Plan number 111

Plan year 2024

ACK ID 20260305174635NAL0004547377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Russell Heath's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.6 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 (100th percentile).

Plan sponsor

Name

RUSSELL HEATH

DBA

RUSSELL HEATH COACHING

EIN

all filings

Address

60 OVERS POINT RD · STEUBEN, ME · 046803923

Phone

(207) 598-7016

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

111

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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