How big is The Financial Group, Inc.'s plan?

The Financial Group, Inc.'s plan reported $111K in assets and 2 participants for 2025.

Original filing (PDF)20260414094129NAL0010987683001

The Financial Group, Inc.

Name: The Financial Group, Inc. — The Financial Group, Form 5500 (2025)
Creator: The Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Financial Group, Inc. 401(k) Plan

401(k) retirement plan · The Financial Group, Inc.'s The Financial Group, Inc. 401(k) Plan held $111K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

People on this filing

GREG Casper signed The Financial Group, Inc.'s 2025 Form 5500 as plan administrator.

GREG Casper — 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

The Financial Group, Inc.'s EIN is 02-0751495.

EIN 02-0751495

Plan number 001

Plan year 2025

ACK ID 20260414094129NAL0010987683001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Financial Group, 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 THE FINANCIAL GROUP, 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

Knocking points off