Original filing (PDF)20250626140715NAL0021588050001

HAFER COMPANY, LLC

Name: HAFER COMPANY, LLC — HAFER & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: HAFER COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

HAFER & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAFER COMPANY, LLC.

Plan sponsor

Name

HAFER COMPANY, LLC

EIN

33-1122194

Address

251 ROYAL PALM WAY SUITE 350 · PALM BEACH, FL · 33480

Phone

(561) 655-8700

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HOLDEN MOSS KNOTT & COMPANY, P.A.

HMK & CO 401K RETIREMENT PLAN

$3.0M · 22 participants

ABRAHAM & GAFFNEY, P.C.

ABRAHAM & GAFFNEY, P.C. 401(K) PROFIT SHARING PLAN

$3.0M · 12 participants

BRUCE & COMPANY PSC

BRUCE & COMPANY PSC PROFIT SHARING PLAN

$3.0M · 6 participants

CAVA & BANKO PLLC

CAVA & BANKO PLLC SAFE HARBOR 401(K) PLAN

$3.0M · 12 participants

M & K CPAS, PLLC

M & K CPAS, PLLC 401(K) PLAN

$3.0M · 30 participants