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

The Financial Services Group, Inc.'s plan reported $2.1M in assets and 17 participants for 2024.

Original filing (PDF)20250602010346NAL0006276067001

The Financial Services Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Financial Services Group, Inc. 401(k) Plan

401(k) retirement plan · The Financial Services Group, Inc.'s The Financial Services Group, Inc. 401(k) Plan held $2.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

The Financial Services Group, Inc.'s EIN is 04-3583727.

EIN 04-3583727

Plan number 001

Plan year 2024

ACK ID 20250602010346NAL0006276067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Financial Services Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Financial Services 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 SERVICES GROUP, INC..

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