Original filing (PDF)20240917164321NAL0007253554001

MICHAEL G HALPERN PA

Name: MICHAEL G HALPERN PA — MICHAEL G HALPERN PA 401(K) PLAN, Form 5500 (2023)
Creator: MICHAEL G HALPERN PA

Form 5500-SF

FILING_RECEIVED

MICHAEL G HALPERN PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL G HALPERN PA.

Plan sponsor

Name

MICHAEL G HALPERN PA

EIN

92-1470547

Address

501 E LAS OLAS BLVD · STE 200-30 · FORT LAUDERDALE, FL · 33301

Phone

(954) 328-5203

Industry