How big is The Financial Lab's plan?

The Financial Lab's plan reported $182K in assets and 1 participants for 2024.

Original filing (PDF)20250402102630NAL0004859619001

The Financial Lab

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

Form 5500-SF

FILING_RECEIVED

The Financial Lab 401(k) Plan

401(k) retirement plan · The Financial Lab's The Financial Lab 401(k) Plan held $182K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

People on this filing

Brian Cathcart signed The Financial Lab's 2024 Form 5500 as plan administrator.

Brian Cathcart — 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

The Financial Lab's EIN is 20-2017613.

EIN 20-2017613

Plan number 001

Plan year 2024

ACK ID 20250402102630NAL0004859619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Financial Lab's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE FINANCIAL LAB

EIN

all filings

Address

2498 NW DROUILLARD AVE. · BEND, OR · 97703

Phone

(970) 227-7384

Industry

CPA Offices· Professional & Technical Services

Plan administrator