How big is Professional Financial Associates, LLC's plan?

Professional Financial Associates, LLC's plan reported $110K in assets and 5 participants for 2025.

Original filing (PDF)20260501221307NAL0001688481035

Professional Financial Associates, LLC

Name: Professional Financial Associates, LLC — Form 5500 Plan 001 (2025)
Creator: Professional Financial Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Financial Associates, LLC 401(k) Plan

401(k) retirement plan · Professional Financial Associates, LLC's Professional Financial Associates, LLC 401(k) Plan held $110K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

People on this filing

Elantha Barry signed Professional Financial Associates, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Professional Financial Associates, LLC's EIN is 20-2119518.

EIN 20-2119518

Plan number 001

Plan year 2025

ACK ID 20260501221307NAL0001688481035

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Professional Financial Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Professional Financial Associates, LLC'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 PROFESSIONAL FINANCIAL ASSOCIATES, LLC.

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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