How big is Heath Advisory LLC's plan?

Heath Advisory LLC's plan reported $12K in assets and 2 participants for 2024.

Original filing (PDF)20250425220753NAL0005715299037

Heath Advisory LLC

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

Form 5500-SF

FILING_RECEIVED

Heath Advisory 401(k) Plan

401(k) retirement plan · Heath Advisory LLC's Heath Advisory 401(k) Plan held $12K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

QIAN LIU signed Heath Advisory LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Heath Advisory LLC's EIN is 84-4670200.

EIN 84-4670200

Plan number 001

Plan year 2024

ACK ID 20250425220753NAL0005715299037

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heath Advisory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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