How big is Charfoos Reiter Hebert, P.C.'s plan?

Charfoos Reiter Hebert, P.C.'s plan reported $3.1M in assets and 7 participants for 2024.

Original filing (PDF)20250515143318NAL0019709153001

Charfoos Reiter Hebert, P.C.

Name: Charfoos Reiter Hebert, P.C. — Charfoos Reiter, Form 5500 (2024)
Creator: Charfoos Reiter Hebert, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charfoos Reiter Hebert, P.C. Profit Sharing 401(k)

401(k) retirement plan · Charfoos Reiter Hebert, P.C.'s Charfoos Reiter Hebert, P.C. Profit Sharing 401(k) held $3.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Charfoos Reiter Hebert, P.C.'s EIN is 27-1408477.

EIN 27-1408477

Plan number 001

Plan year 2024

ACK ID 20250515143318NAL0019709153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charfoos Reiter Hebert, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charfoos Reiter Hebert, P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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