· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAAS AND PARTNERS, LLC — HAAS AND PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923111748NAL0007909427001
HAAS AND PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
HAAS AND PARTNERS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$704K
Net assets (EOY)
$704K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAAS AND PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
HAAS AND PARTNERS, LLC
EIN
45-4172639
Address
35 BUTTRICK LANE · CARLISLE, MA · 01741
Phone
(617) 435-6338
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
HOPEWELL RISK STRATEGIES, LLC
HOPEWELL RISK STRATEGIES, LLC 401(K) PLAN
$704K · 5 participants
TLH CONSULTING, INC.
TLH CONSULTING, INC. 401K PLAN
$704K · 2 participants
MONTAGUE PREMIER, INC.
DENALI INVESTMENT GROUP 401(K) PROFIT SHARING PLAN
$705K · 15 participants
IMAGINE US, LLC
IMAGINE US, LLC DISCRETIONARY CONTRIBUTION PLAN
$704K · 6 participants
ICARMANDIAS GROUP LLC
ICARMANDIAS GROUP 401(K) PLAN
$704K · 23 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TWI CONSULTANTS LLC
TWI CONSULTANTS 401(K) PLAN
$705K · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
