How big is Haefele, Flanagan & Co., P.C.'s plan?

Haefele, Flanagan & Co., P.C.'s plan reported $11.2M in assets and 48 participants for 2024.

Original filing (PDF)20250630151604NAL0011954433001

Haefele, Flanagan & Co., P.C.

Name: Haefele, Flanagan & Co., P.C. — Haefele, Flanagan &, Form 5500 (2024)
Creator: Haefele, Flanagan & Co., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haefele, Flanagan & Co., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Haefele, Flanagan & Co., P.C.'s Haefele, Flanagan & Co., P.C. 401(k) Profit Sharing Plan held $11.2M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

James A. Rogers, Jr. signed Haefele, Flanagan & Co., P.C.'s 2024 Form 5500 as plan administrator.

James A. Rogers, Jr. — 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

Haefele, Flanagan & Co., P.C.'s EIN is 22-3008776.

EIN 22-3008776

Plan number 001

Plan year 2024

ACK ID 20250630151604NAL0011954433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haefele, Flanagan & Co., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haefele, Flanagan & Co., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 HAEFELE, FLANAGAN & CO., P.C..

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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