How big is Individual Financial Services' plan?

Individual Financial Services' plan reported $2.4M in assets and 4 participants for 2023.

Original filing (PDF)20240112102430NAL0017881024001

Individual Financial Services

Name: Individual Financial Services — Individual Financial, Form 5500 (2023)
Creator: Individual Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Individual Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · Individual Financial Services' Individual Financial Services 401(k) Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2023.

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

Neil Pettes signed Individual Financial Services' 2023 Form 5500 as plan administrator.

Neil Pettes — 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

Individual Financial Services' EIN is 25-1799913.

EIN 25-1799913

Plan number 002

Plan year 2023

ACK ID 20240112102430NAL0017881024001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Individual Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Individual Financial Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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