INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
90
/ 100
Grade A
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
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIVIDUAL FINANCIAL SERVICES.
Plan sponsor
Name
INDIVIDUAL FINANCIAL SERVICES
EIN
25-1418726
Address
1000 STONEWOOD DRIVE · SUITE 100 · WEXFORD, PA · 15090
Phone
(724) 935-3770
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
