How big is Financial Dimensions Inc.'s plan?

Financial Dimensions Inc.'s plan reported $1.9M in assets and 16 participants for 2024.

Original filing (PDF)20250630060922NAL0026889058001

Financial Dimensions Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Dimensions Inc. 401(k) Plan

401(k) retirement plan · Financial Dimensions Inc.'s Financial Dimensions Inc. 401(k) Plan held $1.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

JEFF Courtney signed Financial Dimensions Inc.'s 2024 Form 5500 as plan administrator.

JEFF Courtney — 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

Financial Dimensions Inc.'s EIN is 25-1538174.

EIN 25-1538174

Plan number 001

Plan year 2024

ACK ID 20250630060922NAL0026889058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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