How big is Haugh Financial Consulting, LLC's plan?

Haugh Financial Consulting, LLC's plan reported $680K in assets and 1 participants for 2022.

Original filing (PDF)20230607131913NAL0040829584001

Haugh Financial Consulting, LLC

Name: Haugh Financial Consulting, LLC — The Haugh 401(k), Form 5500 (2022)
Creator: Haugh Financial Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Haugh 401(k) Plan

401(k) retirement plan · Haugh Financial Consulting, LLC's The Haugh 401(k) Plan held $680K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan identifiers

Haugh Financial Consulting, LLC's EIN is 20-4874905.

EIN 20-4874905

Plan number 001

Plan year 2022

ACK ID 20230607131913NAL0040829584001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Haugh Financial Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Haugh Financial Consulting, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HAUGH FINANCIAL CONSULTING, LLC

EIN

all filings

Address

78688 CABRILLO WAY · LA QUINTA, CA · 92253

Phone

(503) 382-8368

Industry

Finance & Insurance

Plan administrator