Original filing (PDF)20240712123020NAL0019834417001

HABER WEALTH MANAGEMENT, LLC

Name: HABER WEALTH MANAGEMENT, LLC — HABER WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2023)
Creator: HABER WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

HABER WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HABER WEALTH MANAGEMENT, LLC

EIN

47-5031907all filings

Address

2501 PARKVIEW DRIVE · SUITE 110 · FORT WORTH, TX · 76102

Phone

(817) 527-8079

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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