Original filing (PDF)20250427233350NAL0011765393001

Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.

Name: Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co. — Form 5500 Plan 001 (2024)
Creator: Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WM. E. HOWE & Co. 401(k) Retirement Plan

401(k) retirement plan · Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.'s WM. E. HOWE & Co. 401(k) Retirement Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.'s EIN is 23-1682016.

EIN 23-1682016

Plan number 001

Plan year 2024

ACK ID 20250427233350NAL0011765393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKOWITZ RUBILLO MIHAICH & CHIZAUSKIE PTR, WILLIAM E. HOWE & CO..

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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