Original filing (PDF)20250709102002NAL0002758819001

FLAGEL, HUBER, FLAGEL & COMPANY

Name: FLAGEL, HUBER, FLAGEL & COMPANY — FLAGEL, HUBER, FLAGEL & COMPANY RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FLAGEL, HUBER, FLAGEL & COMPANY

Form 5500-SF

FILING_RECEIVED

FLAGEL, HUBER, FLAGEL & COMPANY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLAGEL, HUBER, FLAGEL & COMPANY.

Plan sponsor

Name

FLAGEL, HUBER, FLAGEL & COMPANY

EIN