How big is Ferber & Associates, LP's plan?

Ferber & Associates, LP's plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20250915223457NAL0001517953001

Ferber & Associates, LP

Name: Ferber & Associates, LP — Miguel Ferber 401(k) Plan, Form 5500 (2024)
Creator: Ferber & Associates, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Miguel Ferber 401(k) Plan

401(k) retirement plan · Ferber & Associates, LP's Miguel Ferber 401(k) Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Ferber & Associates, LP's EIN is 20-2384056.

EIN 20-2384056

Plan number 003

Plan year 2024

ACK ID 20250915223457NAL0001517953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ferber & Associates, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ferber & Associates, LP'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 FERBER & ASSOCIATES, LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

FERBER & ASSOCIATES, LP

EIN

all filings

Address

10906 WICKLINE DR. · HOUSTON, TX · 77024

Phone

(713) 979-3706

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator