How big is Financial Executives Internation's plan?

Financial Executives Internation's plan reported $8.6M in assets and 22 participants for 2024.

Original filing (PDF)20250603130423NAL0028611410001

Financial Executives Internation

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

Form 5500-SF

FILING_RECEIVED

Financial Executives International 401(k) Plan

401(k) retirement plan · Financial Executives Internation's Financial Executives International 401(k) Plan held $8.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Maria Ogrady signed Financial Executives Internation's 2024 Form 5500 as plan administrator.

Maria Ogrady — 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 Executives Internation's EIN is 13-1981932.

EIN 13-1981932

Plan number 002

Plan year 2024

ACK ID 20250603130423NAL0028611410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Executives Internation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 EXECUTIVES INTERNATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

FINANCIAL EXECUTIVES INTERNATION

EIN

all filings

Address

89 HEADQUARTERS PLAZA · SUITE 1462 · MORRISTOWN, NJ · 07960

Phone

(973) 765-1060

Industry

Other Services (ex. Public Admin)

Plan administrator