How big is Financial Marketing Solutions' plan?

Financial Marketing Solutions' plan reported $857K in assets and 22 participants for 2024.

Original filing (PDF)20250616173122NAL0001070897001

Financial Marketing Solutions

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

Form 5500-SF

FILING_RECEIVED

Financial Marketing Solutions 401(k) Plan

401(k) retirement plan · Financial Marketing Solutions' Financial Marketing Solutions 401(k) Plan held $857K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

People on this filing

Sean Hockenbery signed Financial Marketing Solutions' 2024 Form 5500 as plan administrator.

Sean Hockenbery — 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

Financial Marketing Solutions' EIN is 02-0723616.

EIN 02-0723616

Plan number 001

Plan year 2024

ACK ID 20250616173122NAL0001070897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Marketing Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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