How big is J. Heath & Co., LLC's plan?

J. Heath & Co., LLC's plan reported $499K in assets and 13 participants for 2024.

Original filing (PDF)20251006105445NAL0003297953001

J. Heath & Co., LLC

Name: J. Heath & Co., LLC — J. Heath & Co. 401(k) Plan, Form 5500 (2024)
Creator: J. Heath & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Heath & Co. 401(k) Plan

401(k) retirement plan · J. Heath & Co., LLC's J. Heath & Co. 401(k) Plan held $499K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

Plan identifiers

J. Heath & Co., LLC's EIN is 72-1449713.

EIN 72-1449713

Plan number 001

Plan year 2024

ACK ID 20251006105445NAL0003297953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Heath & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Heath & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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