How big is Larson Financial, Inc.'s plan?

Larson Financial, Inc.'s plan reported $1.4M in assets and 25 participants for 2025.

Original filing (PDF)20260410151353NAL0014515168001

Larson Financial, Inc.

Name: Larson Financial, Inc. — Larson Financial, Inc., Form 5500 (2025)
Creator: Larson Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larson Financial, Inc. 401(k) Plan

401(k) retirement plan · Larson Financial, Inc.'s Larson Financial, Inc. 401(k) Plan held $1.4M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Larson Financial, Inc.'s EIN is 20-2853433.

EIN 20-2853433

Plan number 001

Plan year 2025

ACK ID 20260410151353NAL0014515168001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Larson Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off