Original filing (PDF)20260113135452NAL0016550979001

HEALTH CONNECTED

Name: HEALTH CONNECTED — HEALTH CONNECTED 403(B) PLAN, Form 5500 (2024)
Creator: HEALTH CONNECTED

Form 5500-SF

FILING_RECEIVED

HEALTH CONNECTED 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

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 HEALTH CONNECTED.

Plan sponsor

Name

HEALTH CONNECTED

EIN

94-3227947

Address

PO BOX 51984 · EAST PALO ALTO, CA · 94303

Phone

(408) 916-3685

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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