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RUSSELL HEATH — RUSSELL HEATH COACHING, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260305174635NAL0004547377001
RUSSELL HEATH
Form 5500-SF
FILING_RECEIVED
RUSSELL HEATH COACHING
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$646K
Net assets (EOY)
$646K
Plan health score (directional)
85
/ 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
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RUSSELL HEATH
.
Find decision makers
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
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100
Knocking points off
Filed 3.6 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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