How big is Michele C. Huddleston, CFP's plan?

Michele C. Huddleston, CFP's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250923074717NAL0007727171001

Michele C. Huddleston, CFP

Name: Michele C. Huddleston, CFP — Michele C. Huddleston, Form 5500 (2024)
Creator: Michele C. Huddleston, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michele C. Huddleston, CFP Retirement Plan

401(k) retirement plan · Michele C. Huddleston, CFP's Michele C. Huddleston, CFP Retirement Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michele Huddleston signed Michele C. Huddleston, CFP's 2024 Form 5500 as plan administrator.

Michele Huddleston — 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

Michele C. Huddleston, CFP's EIN is 06-1695450.

EIN 06-1695450

Plan number 001

Plan year 2024

ACK ID 20250923074717NAL0007727171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michele C. Huddleston, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michele C. Huddleston, CFP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHELE C. HUDDLESTON, CFP.

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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