Original filing (PDF)20260501115929NAL0001192289001

Deret Financial Services Inc.

Name: Deret Financial Services Inc. — Deret Financial, Form 5500 (2025)
Creator: Deret Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deret Financial Services Retirement Plan

401(k) retirement plan · Deret Financial Services Inc.'s Deret Financial Services Retirement Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Deret Financial Services Inc.'s 2025 Form 5500 as plan administrator.

Shirley Horner — 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

Deret Financial Services Inc.'s EIN is 26-0709324.

EIN 26-0709324

Plan number 001

Plan year 2025

ACK ID 20260501115929NAL0001192289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Deret Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score