How big is Mark L. Vaimberg, CFP, CLU, CHFC's plan?

Mark L. Vaimberg, CFP, CLU, CHFC's plan reported $4.1M in assets and 6 participants for 2024.

Original filing (PDF)20250729132437NAL0003355393001

Mark L. Vaimberg, CFP, CLU, CHFC

Name: Mark L. Vaimberg, CFP, CLU, CHFC — Mark L. Vaimberg, Form 5500 (2024)
Creator: Mark L. Vaimberg, CFP, CLU, CHFC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark L. Vaimberg, CLU, CFP Retirement Plan

401(k) retirement plan · Mark L. Vaimberg, CFP, CLU, CHFC's Mark L. Vaimberg, CLU, CFP Retirement Plan held $4.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Mark Vaimberg signed Mark L. Vaimberg, CFP, CLU, CHFC's 2024 Form 5500 as plan administrator.

Mark Vaimberg — 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

Mark L. Vaimberg, CFP, CLU, CHFC's EIN is 11-3169499.

EIN 11-3169499

Plan number 001

Plan year 2024

ACK ID 20250729132437NAL0003355393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark L. Vaimberg, CFP, CLU, CHFC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark L. Vaimberg, CFP, CLU, CHFC'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 MARK L. VAIMBERG, CFP, CLU, CHFC.

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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