How big is Advisors Financial, Inc.'s plan?

Advisors Financial, Inc.'s plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20250223173417NAL0014541920001

Advisors Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advisors Financial, Inc. 401(k) Plan

401(k) retirement plan · Advisors Financial, Inc.'s Advisors Financial, Inc. 401(k) Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Advisors Financial, Inc.'s EIN is 26-0430340.

EIN 26-0430340

Plan number 001

Plan year 2024

ACK ID 20250223173417NAL0014541920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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