How big is Gordon Haskett Research Advisors' plan?

Gordon Haskett Research Advisors' plan reported $2.9M in assets and 14 participants for 2024.

Original filing (PDF)20250603102339NAL0018244064001

Gordon Haskett Research Advisors

Name: Gordon Haskett Research Advisors — Gordon Haskett, Form 5500 (2024)
Creator: Gordon Haskett Research Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gordon Haskett Research Advisors LLC 401(k) Plan

401(k) retirement plan · Gordon Haskett Research Advisors' Gordon Haskett Research Advisors LLC 401(k) Plan held $2.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Andrew Epstein signed Gordon Haskett Research Advisors' 2024 Form 5500 as plan administrator.

Andrew Epstein — 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

Gordon Haskett Research Advisors' EIN is 46-2668658.

EIN 46-2668658

Plan number 001

Plan year 2024

ACK ID 20250603102339NAL0018244064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gordon Haskett Research Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gordon Haskett Research Advisors' 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 GORDON HASKETT RESEARCH ADVISORS.

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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