How big is TEEL, Roeper & Haines, LLP's plan?

TEEL, Roeper & Haines, LLP's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250529143700NAL0007914417001

TEEL, Roeper & Haines, LLP

Name: TEEL, Roeper & Haines, LLP — TEEL & Roeper, LLP, Form 5500 (2024)
Creator: TEEL, Roeper & Haines, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TEEL & Roeper, LLP Profit Sharing Plan & Trust

401(k) retirement plan · TEEL, Roeper & Haines, LLP's TEEL & Roeper, LLP Profit Sharing Plan & Trust held $1.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Dean Roeper signed TEEL, Roeper & Haines, LLP's 2024 Form 5500 as plan administrator.

Dean Roeper — 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

TEEL, Roeper & Haines, LLP's EIN is 33-0513672.

EIN 33-0513672

Plan number 001

Plan year 2024

ACK ID 20250529143700NAL0007914417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TEEL, Roeper & Haines, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TEEL, Roeper & Haines, LLP'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 TEEL, ROEPER & HAINES, LLP.

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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 (88th percentile).

Plan sponsor

Name

TEEL, ROEPER & HAINES, LLP

EIN

all filings

Address

1335 CAMINO DEL MAR · DEL MAR, CA · 92014

Phone

(858) 794-2900

Industry

Law Offices· Professional & Technical Services

Plan administrator