How big is Haller Robbins Epelbaum Misiunas, LLC's plan?

Haller Robbins Epelbaum Misiunas, LLC's plan reported $8.2M in assets and 12 participants for 2024.

Original filing (PDF)20250703074108NAL0000786450001

Haller Robbins Epelbaum Misiunas, LLC

Name: Haller Robbins Epelbaum Misiunas, LLC — Haller Robbi, Form 5500 (2024)
Creator: Haller Robbins Epelbaum Misiunas, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haller Robbins Epelbaum Misiunas, LLC 401(k) Plan

401(k) retirement plan · Haller Robbins Epelbaum Misiunas, LLC's Haller Robbins Epelbaum Misiunas, LLC 401(k) Plan held $8.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Heather NOLL for TRPC signed Haller Robbins Epelbaum Misiunas, LLC's 2024 Form 5500 as plan administrator.

Heather NOLL for TRPC — 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

Haller Robbins Epelbaum Misiunas, LLC's EIN is 27-4256127.

EIN 27-4256127

Plan number 001

Plan year 2024

ACK ID 20250703074108NAL0000786450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haller Robbins Epelbaum Misiunas, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haller Robbins Epelbaum Misiunas, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALLER ROBBINS EPELBAUM MISIUNAS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HALLER ROBBINS EPELBAUM MISIUNAS, LLC

EIN

all filings

Address

3444 MAIN HIGHWAY · 2ND FLOOR · MIAMI, FL · 33133

Phone

(305) 858-5800

Industry

CPA Offices· Professional & Technical Services

Plan administrator