# Richard Heath & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/richard-heath-associates-inc-401k-plan

> Richard Heath & Associates, INC.'s 401(k) plan: 218 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Richard Heath & Associates, INC.

- **Sponsor EIN:** 942625839

- **Sponsor Address:** 590 W. LOCUST AVE, #103, FRESNO, CA, 93650

- **Plan Type:** 401(k)

- **Total Participants:** 218

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|218|$11.1M|$0|$78,078|

| 2023|231|$8.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,970|—|—|—|—|

| 2023|$54,704|$39,813|$14,891|—|—|

## Similar Plans

- [Tredence](https://planprovider.pro/companies/tredence-401k-plan) — 229 participants

- [Flock Freight INC.](https://planprovider.pro/companies/flock-freight-inc-401k-plan) — 236 participants

- [Vistage Worldwide, INC.](https://planprovider.pro/companies/vistage-worldwide-inc-401k-plan) — 221 participants

- [Psc Biotech Corporation](https://planprovider.pro/companies/psc-biotech-corporation-401k-plan) — 241 participants

- [Zealth, INC.](https://planprovider.pro/companies/zealth-inc-401k-plan) — 241 participants

- [Flrish, INC.](https://planprovider.pro/companies/flrish-inc-401k-plan) — 220 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/richard-heath-associates-inc-401k-plan)

© 2026 PlanProvider.Pro