How big is Jeffrey N. Mehler, CFP LLC's plan?

Jeffrey N. Mehler, CFP LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20251003141529NAL0002460208001

Jeffrey N. Mehler, CFP LLC

Name: Jeffrey N. Mehler, CFP LLC — Jeffrey N. Mehler, CFP, Form 5500 (2024)
Creator: Jeffrey N. Mehler, CFP LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey N. Mehler, CFP LLC 401(k) Plan

401(k) retirement plan · Jeffrey N. Mehler, CFP LLC's Jeffrey N. Mehler, CFP LLC 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeffrey Mehler signed Jeffrey N. Mehler, CFP LLC's 2024 Form 5500 as plan administrator.

Jeffrey Mehler — 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

Jeffrey N. Mehler, CFP LLC's EIN is 20-2112135.

EIN 20-2112135

Plan number 001

Plan year 2024

ACK ID 20251003141529NAL0002460208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey N. Mehler, CFP LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey N. Mehler, CFP LLC'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 JEFFREY N. MEHLER, CFP LLC.

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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