How big is Laurel Financial Group Inc.'s plan?

Laurel Financial Group Inc.'s plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20251007094523NAL0007651680001

Laurel Financial Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Laurel Financial Group 401(k) Plan

401(k) retirement plan · Laurel Financial Group Inc.'s Laurel Financial Group 401(k) Plan held $2.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Michael Allen signed Laurel Financial Group Inc.'s 2024 Form 5500 as plan administrator.

Michael Allen — 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

Laurel Financial Group Inc.'s EIN is 25-1607341.

EIN 25-1607341

Plan number 001

Plan year 2024

ACK ID 20251007094523NAL0007651680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Laurel Financial Group 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 LAUREL FINANCIAL GROUP INC..

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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