How big is Furstenau Financial's plan?

Furstenau Financial's plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250625093020NAL0007680369001

Furstenau Financial

Name: Furstenau Financial — Furstenau Financial 401(k), Form 5500 (2024)
Creator: Furstenau Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Furstenau Financial 401(k) Plan

401(k) retirement plan · Furstenau Financial's Furstenau Financial 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Furstenau Financial's EIN is 20-1613438.

EIN 20-1613438

Plan number 001

Plan year 2024

ACK ID 20250625093020NAL0007680369001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Furstenau Financial's plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

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

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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