How big is Senior Financial Resources Inc.'s plan?

Senior Financial Resources Inc.'s plan reported $28K in assets and 3 participants for 2024.

Original filing (PDF)20250408092129NAL0011037507001

Senior Financial Resources Inc.

Name: Senior Financial Resources Inc. — Senior Financial, Form 5500 (2024)
Creator: Senior Financial Resources Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Senior Financial Resources Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Senior Financial Resources Inc.'s Senior Financial Resources Inc. 401(k) Profit Sharing Plan & Trust held $28K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Brittany Langlais signed Senior Financial Resources Inc.'s 2024 Form 5500 as plan administrator.

Brittany Langlais — 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

Senior Financial Resources Inc.'s EIN is 02-0507267.

EIN 02-0507267

Plan number 001

Plan year 2024

ACK ID 20250408092129NAL0011037507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Senior Financial Resources Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Senior Financial Resources Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SENIOR FINANCIAL RESOURCES INC.

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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