How big is David R. Bretz, CFP's plan?

David R. Bretz, CFP's plan reported $1.6M in assets and 4 participants for 2023.

Original filing (PDF)20240618175502NAL0002679665001

David R. Bretz, CFP

Name: David R. Bretz, CFP — David R. Bretz, CFP 401(k), Form 5500 (2023)
Creator: David R. Bretz, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David R. Bretz, CFP 401(k) Profit Sharing Plan

401(k) retirement plan · David R. Bretz, CFP's David R. Bretz, CFP 401(k) Profit Sharing Plan held $1.6M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

David R. Bretz, CFP's EIN is 20-0100303.

EIN 20-0100303

Plan number 002

Plan year 2023

ACK ID 20240618175502NAL0002679665001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David R. Bretz, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David R. Bretz, CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R. BRETZ, 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