Heath Consultants Incorporated 401(k) Plan: Login, Facts & Contact Information

Heath Consultants Incorporated 401(k) Plan Facts

Plan name
HEATH CONSULTANTS INCORPORATED PROFIT SHARING & RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEATH CONSULTANTS INCORPORATED
Participants
1,414 (1,658 active employees)
Former employees with a balance
226
Plan assets
$25,507,021 at Dec 31, 2024
Average account balance
$42,370 across 602 accounts
Employer contributions
$405,907 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1982
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.37 million went into the plan in contributions, $405,907 of it from the employer (17%).
  • $3.50 million was paid out to participants.
  • Investment and other income added $3.34 million.
  • Administrative expenses were $79,453, about $132 per account.

How the Heath Consultants Incorporated 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,476$22.0 million$45,522$2.19 million
20201,508$25.1 million$47,053$2.68 million
20211,452$28.5 million$168,277$2.34 million
20221,267$20.7 million$478,172$5.27 million
20231,437$23.4 million$393,140$3.12 million
20241,414$25.5 million$405,907$3.50 million

Heath Consultants Incorporated 401(k) Contact Information

Phone
713-844-1330
Mailing address
9030 MONROE, HOUSTON TX 77061
Plan sponsor
HEATH CONSULTANTS INCORPORATED
Employer identification number (EIN)
04-2144731
Plan number
002

Questions about the Heath Consultants Incorporated 401(k)

Does Heath Consultants Incorporated contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $405,907, 17% of all contributions.

Does the Heath Consultants Incorporated 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Heath Consultants Incorporated 401(k) plan?

1,414 participants at the start of plan year 2024, 1,658 of them active employees, and 226 former employees who still had money in the plan.

What is the average 401(k) balance at Heath Consultants Incorporated?

About $42,370 per account: $25.5 million in plan assets across 602 accounts with a balance at the end of plan year 2024.

Who manages the Heath Consultants Incorporated 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Heath Consultants Incorporated. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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