How big is Augustine Financial, LLC's plan?

Augustine Financial, LLC's plan reported $3.0M in assets and 10 participants for 2024.

Original filing (PDF)20250708114725NAL0010891506001

Augustine Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Augustine Financial LLC 401(k) Plan

401(k) retirement plan · Augustine Financial, LLC's Augustine Financial LLC 401(k) Plan held $3.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Jenny Augustine signed Augustine Financial, LLC's 2024 Form 5500 as plan administrator.

Jenny Augustine — 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

Augustine Financial, LLC's EIN is 22-3481310.

EIN 22-3481310

Plan number 001

Plan year 2024

ACK ID 20250708114725NAL0010891506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Augustine Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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