How big is Halkiadakis & Co., P.C.'s plan?

Halkiadakis & Co., P.C.'s plan reported $232K in assets and 5 participants for 2024.

Original filing (PDF)20250401112946NAL0003981587001

Halkiadakis & Co., P.C.

Name: Halkiadakis & Co., P.C. — Halkiadakis & Co., P.C., Form 5500 (2024)
Creator: Halkiadakis & Co., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halkiadakis & Co., P.C. 401(k) Plan

401(k) retirement plan · Halkiadakis & Co., P.C.'s Halkiadakis & Co., P.C. 401(k) Plan held $232K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan identifiers

Halkiadakis & Co., P.C.'s EIN is 88-1496309.

EIN 88-1496309

Plan number 001

Plan year 2024

ACK ID 20250401112946NAL0003981587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halkiadakis & Co., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halkiadakis & Co., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (85th percentile).

Plan sponsor

Name

HALKIADAKIS & CO., P.C.

EIN

all filings

Address

177 WORCESTER STREET, SUITE 203 · WELLESLEY, MA · 02481

Phone

(781) 431-2545

Industry

CPA Offices· Professional & Technical Services

Plan administrator