How big is Handzel & Associates LLC's plan?

Handzel & Associates LLC's plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20250905153310NAL0010429971001

Handzel & Associates LLC

Name: Handzel & Associates LLC — Handzel & Associates, LLC, Form 5500 (2024)
Creator: Handzel & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Handzel & Associates, LLC 401(k) Plan

401(k) retirement plan · Handzel & Associates LLC's Handzel & Associates, LLC 401(k) Plan held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

TARA Evans, for TAG Resources signed Handzel & Associates LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Handzel & Associates LLC's EIN is 82-0704826.

EIN 82-0704826

Plan number 001

Plan year 2024

ACK ID 20250905153310NAL0010429971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Handzel & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Handzel & Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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