Original filing (PDF)20251002142838NAL0000393459001

FORNEY FINANCIAL, LLC

Name: FORNEY FINANCIAL, LLC — FORNEY FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: FORNEY FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

FORNEY FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

FORNEY FINANCIAL, LLC

EIN

26-0042233all filings

Address

P.O. BOX 2164 · EVERETT, WA · 98213

Phone

(425) 345-0531

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