Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Richard Heath & Associates, Inc. · EIN 942625839 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 218
- With balances
- 301
Plan year beginning 12/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regency Investment Advisors | Investment advisory (participants), Investment advisory (plan) | $4,614 |
| Empower Annuity Insurance Company | Recordkeeping fees | $105 |