Original filing (PDF)20250616093655NAL0001405232001

THE HEATH LAW GROUP LLC

Name: THE HEATH LAW GROUP LLC — THE HEALTH LAW GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE HEATH LAW GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE HEALTH LAW GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HEATH LAW GROUP LLC.

Plan sponsor

Name

THE HEATH LAW GROUP LLC

EIN

88-4053364

Address

1755 INDIAN WOOD CIRCLE STE 100 · MAUMEE, OH · 43537

Phone

(419) 344-6314

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOHNSON & JOHNSON, P.C.

JOHNSON & JOHNSON, P.C. 401(K) PLAN

$2.2M · 4 participants

HARRIS JONES & MALONE, LLC

HARRIS JONES & MALONE, LLC 401(K) PLAN

$2.2M · 7 participants

D'ELIA GILLOOLY DEPALMA LLC

D'ELIA GILLOOLY DEPALMA LLC 401(K) RETIREMENT PLAN

$2.2M · 7 participants

BURTON KELLEY, LLP

BURTON KELLEY, LLP 401(K) PROFIT SHARING PLAN

$2.2M · 6 participants

POLITICOM LAW LLP

POLITICOM CASH BALANCE PENSION PLAN

$2.2M · 9 participants