How big is Haber Wealth Management, LLC's plan?

Haber Wealth Management, LLC's plan reported $827K in assets and 8 participants for 2023.

Original filing (PDF)20240712123020NAL0019834417001

Haber Wealth Management, LLC

Name: Haber Wealth Management, LLC — Haber Wealth, Form 5500 (2023)
Creator: Haber Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haber Wealth Management 401(k) Plan

401(k) retirement plan · Haber Wealth Management, LLC's Haber Wealth Management 401(k) Plan held $827K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

People on this filing

Tricia Carter Wood signed Haber Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Tricia Carter Wood — 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

Haber Wealth Management, LLC's EIN is 47-5031907.

EIN 47-5031907

Plan number 001

Plan year 2023

ACK ID 20240712123020NAL0019834417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Haber Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Haber Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HABER WEALTH MANAGEMENT, 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