How big is 3 Financial Group LLC's plan?

3 Financial Group LLC's plan reported $252K in assets and 3 participants for 2024.

Original filing (PDF)20251014164839NAL0004579680001

3 Financial Group LLC

Name: 3 Financial Group LLC — 3 Financial Group LLC 401(k), Form 5500 (2024)
Creator: 3 Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

3 Financial Group LLC 401(k) Plan

401(k) retirement plan · 3 Financial Group LLC's 3 Financial Group LLC 401(k) Plan held $252K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

Plan identifiers

3 Financial Group LLC's EIN is 26-1263137.

EIN 26-1263137

Plan number 001

Plan year 2024

ACK ID 20251014164839NAL0004579680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3 Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3 Financial Group LLC's 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 3 FINANCIAL GROUP LLC.

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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