Original filing (PDF)20230921102800NAL0005917042001

HAFETZ AND ASSOCIATES, LLC

Name: HAFETZ AND ASSOCIATES, LLC — HAFETZ AND ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: HAFETZ AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

HAFETZ AND ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAFETZ AND ASSOCIATES, LLC.

Plan sponsor

Name

HAFETZ AND ASSOCIATES, LLC

EIN

20-2067365all filings

Address

609 NEW ROAD · LINWOOD, NJ · 08221

Phone

(609) 872-0001

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-01

Filed

2023-09-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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