How big is A & I Financial Services, LLC's plan?

A & I Financial Services, LLC's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250721124450NAL0003140418001

A & I Financial Services, LLC

Name: A & I Financial Services, LLC — A&I Financial, Form 5500 (2024)
Creator: A & I Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A&I Financial Services, LLC 401(k) Plan

401(k) retirement plan · A & I Financial Services, LLC's A&I Financial Services, LLC 401(k) Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Stacey Frank signed A & I Financial Services, LLC's 2024 Form 5500 as plan administrator.

Stacey Frank — 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

A & I Financial Services, LLC's EIN is 20-1489037.

EIN 20-1489037

Plan number 001

Plan year 2024

ACK ID 20250721124450NAL0003140418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A & I Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A & I Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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