Original filing (PDF)20240925144620NAL0029409730001

MATTHEW A HAEFFNER FINANCIAL SERVICES LLC

Name: MATTHEW A HAEFFNER FINANCIAL SERVICES LLC — MATTHEW A HAEFFNER FINANCIAL SERVICES LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: MATTHEW A HAEFFNER FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

MATTHEW A HAEFFNER FINANCIAL SERVICES LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW A HAEFFNER FINANCIAL SERVICES LLC.

Plan sponsor

Name

MATTHEW A HAEFFNER FINANCIAL SERVICES LLC

EIN

46-2784585

Address

529 E 5TH ST · WASHINGTON, MO · 63090

Phone

(573) 291-4638

Industry

Finance & Insurancesee all

Plan administrator