How big is SFG Asset Advisors' plan?

SFG Asset Advisors' plan reported $183K in assets and 3 participants for 2024.

Original filing (PDF)20250721155729NAL0004321410001

SFG Asset Advisors

Name: SFG Asset Advisors — SFG Asset Advisors 401(k) Plan, Form 5500 (2024)
Creator: SFG Asset Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFG Asset Advisors 401(k) Plan

401(k) retirement plan · SFG Asset Advisors' SFG Asset Advisors 401(k) Plan held $183K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

Plan identifiers

SFG Asset Advisors' EIN is 20-1496838.

EIN 20-1496838

Plan number 001

Plan year 2024

ACK ID 20250721155729NAL0004321410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SFG Asset Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SFG Asset Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SFG ASSET ADVISORS.

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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