How big is Calkins HEHL Rafko, CPAS, PLLC's plan?

Calkins HEHL Rafko, CPAS, PLLC's plan reported $3.7M in assets and 14 participants for 2024.

Original filing (PDF)20251002131822NAL0000324275001

Calkins HEHL Rafko, CPAS, PLLC

Name: Calkins HEHL Rafko, CPAS, PLLC — Calkins HEHL Rafko, Form 5500 (2024)
Creator: Calkins HEHL Rafko, CPAS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calkins HEHL Rafko 401(k) Plan

401(k) retirement plan · Calkins HEHL Rafko, CPAS, PLLC's Calkins HEHL Rafko 401(k) Plan held $3.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Calkins HEHL Rafko, CPAS, PLLC's EIN is 38-1335762.

EIN 38-1335762

Plan number 001

Plan year 2024

ACK ID 20251002131822NAL0000324275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calkins HEHL Rafko, CPAS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calkins HEHL Rafko, CPAS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALKINS HEHL RAFKO, CPAS, PLLC.

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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