How big is Perez Halpern LLC's plan?

Perez Halpern LLC's plan reported $713K in assets and 1 participants for 2023.

Original filing (PDF)20240524160200NAL0003601827001

Perez Halpern LLC

Name: Perez Halpern LLC — Perez Halpern LLC 401(k) Plan, Form 5500 (2023)
Creator: Perez Halpern LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perez Halpern LLC 401(k) Plan

Defined-contribution retirement plan · Perez Halpern LLC's Perez Halpern LLC 401(k) Plan held $713K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

People on this filing

Meliha P Halpern signed Perez Halpern LLC's 2023 Form 5500 as plan administrator.

Meliha P Halpern — 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

Perez Halpern LLC's EIN is 45-3567843.

EIN 45-3567843

Plan number 001

Plan year 2023

ACK ID 20240524160200NAL0003601827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Perez Halpern LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Perez Halpern LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEREZ HALPERN LLC.

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PEREZ HALPERN LLC

EIN

all filings

Address

9210 CORPORATE BLVD 225 · ROCKVILLE, MD · 20850

Phone

(301) 476-1020

Industry

Law Offices· Professional & Technical Services

Plan administrator