How big is Fanelli, Harley, Harper & Associates, Ltd.'s plan?

Fanelli, Harley, Harper & Associates, Ltd.'s plan reported $2.9M in assets and 16 participants for 2025.

Original filing (PDF)20260416152017NAL0028392512001

Fanelli, Harley, Harper & Associates, Ltd.

Name: Fanelli, Harley, Harper & Associates, Ltd. — Form 5500 Plan 002 (2025)
Creator: Fanelli, Harley, Harper & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fanelli, Harley, Harper & Associates, Ltd. 401(k) Savings Plan

401(k) retirement plan · Fanelli, Harley, Harper & Associates, Ltd.'s Fanelli, Harley, Harper & Associates, Ltd. 401(k) Savings Plan held $2.9M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Wendi Newton signed Fanelli, Harley, Harper & Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Fanelli, Harley, Harper & Associates, Ltd.'s EIN is 23-2084725.

EIN 23-2084725

Plan number 002

Plan year 2025

ACK ID 20260416152017NAL0028392512001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fanelli, Harley, Harper & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fanelli, Harley, Harper & Associates, Ltd.'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 FANELLI, HARLEY, HARPER & ASSOCIATES, LTD..

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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

Knocking points off