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  2. Heath Advisory LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Heath Advisory LLC

EIN 84-4670200-financial services-Latest filing 2025
Plans
1
Retirement
1
$60K assets
Welfare
0
Participants
2
6333 EAST MOCKINGBIRD LANE - DALLAS, TX 75214heathadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$60K - 2 part

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Retirement#001

HEATH ADVISORY 401(K) PLAN

401(k)

Assets$60K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEATH ADVISORY 401(K) PLAN401(k)$60K22025
Retirement plans
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