How big is Conservative Financial Solutions' plan?

Conservative Financial Solutions' plan reported $3K in assets and 13 participants for 2024.

Original filing (PDF)20250729140959NAL0002899505001

Conservative Financial Solutions

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

Form 5500-SF

FILING_RECEIVED

Conservative Financial Solutions SOCA Benefit Plan

Health & welfare plan · Conservative Financial Solutions' Conservative Financial Solutions SOCA Benefit Plan held $3K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Conservative Financial Solutions' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Conservative Financial Solutions' EIN is 06-1777301.

EIN 06-1777301

Plan number 501

Plan year 2024

ACK ID 20250729140959NAL0002899505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conservative Financial Solutions' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score