How big is Haddad and Partners' plan?

Haddad and Partners' plan reported $1.5M in assets and 62 participants for 2022.

Original filing (PDF)20230801090255NAL0018177777001

Haddad and Partners

Name: Haddad and Partners — Haddad and Partners 401(k) P/S, Form 5500 (2022)
Creator: Haddad and Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haddad and Partners 401(k) P/S Plan

401(k) retirement plan · Haddad and Partners' Haddad and Partners 401(k) P/S Plan held $1.5M in plan assets for 62 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Nicole Valentine signed Haddad and Partners' 2022 Form 5500 as plan administrator.

Nicole Valentine — 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

Haddad and Partners' EIN is 20-8758227.

EIN 20-8758227

Plan number 001

Plan year 2022

ACK ID 20230801090255NAL0018177777001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Haddad and Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Haddad and Partners' plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off