Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
VICKI L. HAAK, CFP
EIN 76-0740875Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
2
88 EAST MARKET STREET - RHINEBECK, NY 12572914-466-5908
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VICKI L HAAK 401K PROFIT SHARING PLAN & TRUST
401k
Assets$656K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VICKI L. HAAK, CFP DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$493K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VICKI L HAAK 401K PROFIT SHARING PLAN & TRUST | 401k | $656K | 1 | 2024 | |
| 002 | VICKI L. HAAK, CFP DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $493K | 1 | 2024 |
Retirement plans