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

Vicki L. HAAK, CFP's plan reported $493K in assets and 1 participants for 2024.

Original filing (PDF)20250710135154NAL0006646721002

Vicki L. HAAK, CFP

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

Form 5500-SF

FILING_RECEIVED

Vicki L. HAAK, CFP Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Vicki L. HAAK, CFP's Vicki L. HAAK, CFP Defined Benefit Pension Plan and Trust held $493K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

Plan identifiers

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

EIN 76-0740875

Plan number 002

Plan year 2024

ACK ID 20250710135154NAL0006646721002

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 a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score