How big is Pfaffmann & Associates' plan?

Pfaffmann & Associates' plan reported $2.2M in assets and 8 participants for 2025.

Original filing (PDF)20260415130548NAL0020997376001

Pfaffmann & Associates

Name: Pfaffmann & Associates — Pfaffmann & Associates Safe, Form 5500 (2025)
Creator: Pfaffmann & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pfaffmann & Associates Safe Harbor 401(k) Plan

401(k) retirement plan · Pfaffmann & Associates' Pfaffmann & Associates Safe Harbor 401(k) Plan held $2.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

LISA Haabestad signed Pfaffmann & Associates' 2025 Form 5500 as plan administrator.

LISA Haabestad — 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

Pfaffmann & Associates' EIN is 25-1850150.

EIN 25-1850150

Plan number 001

Plan year 2025

ACK ID 20260415130548NAL0020997376001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pfaffmann & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pfaffmann & Associates' 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 PFAFFMANN & ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PFAFFMANN & ASSOCIATES

EIN

all filings

Address

223 FOURTH AVENUE · BENEDUM TREES BUILDING SUITE 800 · PITTSBURGH, PA · 15222

Phone

(412) 471-2470

Industry

Professional & Technical Services

Plan administrator