How big is Healy and Associates' plan?

Healy and Associates' plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250501115603NAL0003106257001

Healy and Associates

Name: Healy and Associates — Healy and Associates 401(k), Form 5500 (2024)
Creator: Healy and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Healy and Associates 401(k) Plan

401(k) retirement plan · Healy and Associates' Healy and Associates 401(k) Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Sydney Rocamora signed Healy and Associates' 2024 Form 5500 as plan administrator.

Sydney Rocamora — 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

Healy and Associates' EIN is 81-1489821.

EIN 81-1489821

Plan number 001

Plan year 2024

ACK ID 20250501115603NAL0003106257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Healy and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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