Original filing (PDF)20250427233350NAL0011765393001

BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO.

Name: BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO. — WM. E. HOWE & CO. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO.

Form 5500-SF

FILING_RECEIVED

WM. E. HOWE & CO. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO..

Plan sponsor

Name

BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO.

EIN

23-1682016

Address

105 CHESLEY DR. · MEDIA, PA · 190631754

Phone

(800) 433-5601

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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