How big is Henkels Financial, Inc.'s plan?

Henkels Financial, Inc.'s plan reported $2.7M in assets and 3 participants for 2025.

Original filing (PDF)20260427111444NAL0019119826001

Henkels Financial, Inc.

Name: Henkels Financial, Inc. — Henkels Financial, Inc., Form 5500 (2025)
Creator: Henkels Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Henkels Financial, Inc. 401(k) Plan

401(k) retirement plan · Henkels Financial, Inc.'s Henkels Financial, Inc. 401(k) Plan held $2.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Anne Straus signed Henkels Financial, Inc.'s 2025 Form 5500 as plan administrator.

Anne Straus — 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

Henkels Financial, Inc.'s EIN is 30-0023264.

EIN 30-0023264

Plan number 001

Plan year 2025

ACK ID 20260427111444NAL0019119826001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Henkels Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Henkels Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 HENKELS FINANCIAL, INC..

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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