How big is Rebekah J. FERO, CFP, LLC's plan?

Rebekah J. FERO, CFP, LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250910135312NAL0021226545001

Rebekah J. FERO, CFP, LLC

Name: Rebekah J. FERO, CFP, LLC — FERO Financial Services, Form 5500 (2024)
Creator: Rebekah J. FERO, CFP, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FERO Financial Services 401(k) Plan & Trust

401(k) retirement plan · Rebekah J. FERO, CFP, LLC's FERO Financial Services 401(k) Plan & Trust held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Rebekah J. FERO CFP signed Rebekah J. FERO, CFP, LLC's 2024 Form 5500 as plan administrator.

Rebekah J. FERO CFP — 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

Rebekah J. FERO, CFP, LLC's EIN is 27-0964577.

EIN 27-0964577

Plan number 001

Plan year 2024

ACK ID 20250910135312NAL0021226545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rebekah J. FERO, CFP, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rebekah J. FERO, CFP, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REBEKAH J. FERO, CFP, LLC.

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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