How big is Vicki L. HAAK, CFP's plan?

Vicki L. HAAK, CFP's plan reported $656K in assets and 1 participants for 2024.

Original filing (PDF)20250710135154NAL0006646721001

Vicki L. HAAK, CFP

Name: Vicki L. HAAK, CFP — Vicki L HAAK 401(k) Profit, Form 5500 (2024)
Creator: Vicki L. HAAK, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vicki L HAAK 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Vicki L. HAAK, CFP's Vicki L HAAK 401(k) Profit Sharing Plan & Trust held $656K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

Plan identifiers

Vicki L. HAAK, CFP's EIN is 76-0740875.

EIN 76-0740875

Plan number 001

Plan year 2024

ACK ID 20250710135154NAL0006646721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vicki L. HAAK, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vicki L. HAAK, CFP's 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 VICKI L. HAAK, CFP.

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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