How big is Haffner & Morgan, LLP's plan?

Haffner & Morgan, LLP's plan reported $759K in assets and 2 participants for 2024.

Original filing (PDF)20250626135317NAL0012899520001

Haffner & Morgan, LLP

Name: Haffner & Morgan, LLP — Haffner & Morgan 401(k) Plan, Form 5500 (2024)
Creator: Haffner & Morgan, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haffner & Morgan 401(k) Plan

401(k) retirement plan · Haffner & Morgan, LLP's Haffner & Morgan 401(k) Plan held $759K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

People on this filing

Jeremy J. Schira signed Haffner & Morgan, LLP's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Haffner & Morgan, LLP's EIN is 82-0659222.

EIN 82-0659222

Plan number 001

Plan year 2024

ACK ID 20250626135317NAL0012899520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haffner & Morgan, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haffner & Morgan, LLP'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 HAFFNER & MORGAN, LLP.

Finding similar companies…

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HAFFNER & MORGAN, LLP

EIN

all filings

Address

2333 FIRST AVENUE, SUITE 200 · SAN DIEGO, CA · 92101

Phone

(619) 541-8787

Industry

Law Offices· Professional & Technical Services

Plan administrator