How big is Hoefle, Phoenix, Gormley & Roberts, PLLC's plan?

Hoefle, Phoenix, Gormley & Roberts, PLLC's plan reported $2.2M in assets and 18 participants for 2024.

Original filing (PDF)20250501135920NAL0003273345001

Hoefle, Phoenix, Gormley & Roberts, PLLC

Name: Hoefle, Phoenix, Gormley & Roberts, PLLC — Form 5500 Plan 001 (2024)
Creator: Hoefle, Phoenix, Gormley & Roberts, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hoefle, Phoenix, Gormley & Roberts, PLLC 401(k) Profit Sharing

401(k) retirement plan · Hoefle, Phoenix, Gormley & Roberts, PLLC's Hoefle, Phoenix, Gormley & Roberts, PLLC 401(k) Profit Sharing held $2.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Daniel Hoefle signed Hoefle, Phoenix, Gormley & Roberts, PLLC's 2024 Form 5500 as plan administrator.

Daniel Hoefle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hoefle, Phoenix, Gormley & Roberts, PLLC's EIN is 02-0435498.

EIN 02-0435498

Plan number 001

Plan year 2024

ACK ID 20250501135920NAL0003273345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hoefle, Phoenix, Gormley & Roberts, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hoefle, Phoenix, Gormley & Roberts, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOEFLE, PHOENIX, GORMLEY & ROBERTS, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score