Original filing (PDF)20260305174635NAL0004547377001

RUSSELL HEATH

Name: RUSSELL HEATH — RUSSELL HEATH COACHING, Form 5500 (2024)
Creator: RUSSELL HEATH

Form 5500-SF

FILING_RECEIVED

RUSSELL HEATH COACHING

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL HEATH.

Plan sponsor

Name

RUSSELL HEATH

DBA

RUSSELL HEATH COACHING

EIN

47-1803803

Address

60 OVERS POINT RD · STEUBEN, ME · 046803923

Phone

(207) 598-7016

Industry

Other Services (ex. Public Admin)see all

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

HEBE LLC

HEBE LLC 401K PROFIT SHARING PLAN AND TRUST

$647K · 12 participants

FRONT PORCH FORUM

FRONT PORCH FORUM 401(K) PLAN

$643K · 31 participants

AVENUE DAY SPA LLC

AVENUE DAY SPA LLC 401(K) PROFIT SHARING PLAN & TRUST

$640K · 26 participants

QUADS GYM, INC.

QUADS GYM, INC. 401(K) P/S PLAN

$636K · 2 participants

KORAPAN LLC

KORAPAN LLC 401(K) P/S PLAN

$657K · 12 participants