How big is Trevor Halpern, PLLC's plan?

Trevor Halpern, PLLC's plan reported $130K in assets and 2 participants for 2023.

Original filing (PDF)20260309180013NAL0002541697001

Trevor Halpern, PLLC

Name: Trevor Halpern, PLLC — Trevor Halpern, PLLC 401(k), Form 5500 (2023)
Creator: Trevor Halpern, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trevor Halpern, PLLC 401(k) Plan

401(k) retirement plan · Trevor Halpern, PLLC's Trevor Halpern, PLLC 401(k) Plan held $130K in plan assets for 2 participants in 2023.

Signals · 1

Late filing · 15.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

Plan identifiers

Trevor Halpern, PLLC's EIN is 52-7871456.

EIN 52-7871456

Plan number 001

Plan year 2023

ACK ID 20260309180013NAL0002541697001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trevor Halpern, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trevor Halpern, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREVOR HALPERN, PLLC.

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 15.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TREVOR HALPERN, PLLC

EIN

all filings

Address

7878 N. 16TH STREET · SUITE 130-5 · PHOENIX, AZ · 85020

Phone

(602) 690-9927

Industry

Real Estate

Plan administrator