Original filing (PDF)20250605085421NAL0008383027001

HEALY & FOREIT LLC

Name: HEALY & FOREIT LLC — HEALY & FOREIT LLC 401K PLAN, Form 5500 (2024)
Creator: HEALY & FOREIT LLC

Form 5500-SF

FILING_RECEIVED

HEALY & FOREIT LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

HEALY & FOREIT LLC

EIN

84-2749833all filings

Address

181 BLUFFTON ROAD · SUITE B102 · BLUFFTON, SC · 29910

Phone

(843) 992-7565

Industry