Original filing (PDF)20240920105831NAL0004371203001

Samuel S. FELS Fund

Name: Samuel S. FELS Fund — Samuel S FELS Fund Retirement, Form 5500 (2023)
Creator: Samuel S. FELS Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel S FELS Fund Retirement Savings Plan

Defined-contribution retirement plan · Samuel S. FELS Fund's Samuel S FELS Fund Retirement Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Sarah Martinez-Helfman signed Samuel S. FELS Fund's 2023 Form 5500 as plan administrator.

Sarah Martinez-Helfman — 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

Samuel S. FELS Fund's EIN is 23-1365325.

EIN 23-1365325

Plan number 002

Plan year 2023

ACK ID 20240920105831NAL0004371203001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Samuel S. FELS Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Samuel S. FELS Fund's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL S. FELS FUND.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score