How big is Robert E. Canfield's plan?

Robert E. Canfield's plan reported $37K in assets for 2023.

Original filing (PDF)20240607123006NAL0023523137001

Robert E. Canfield

Name: Robert E. Canfield — Oppenheimer Funds Standardized, Form 5500 (2023)
Creator: Robert E. Canfield
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oppenheimer Funds Standardized Profit Sharing Plan of Robert E. Canfield

Defined-contribution retirement plan · Robert E. Canfield's Oppenheimer Funds Standardized Profit Sharing Plan of Robert E. Canfield reported $37K in plan assets in 2023.

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan identifiers

Robert E. Canfield's EIN is 35-1761241.

EIN 35-1761241

Plan number 003

Plan year 2023

ACK ID 20240607123006NAL0023523137001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert E. Canfield from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert E. Canfield's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E. CANFIELD.

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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