How big is Financial Design Group's plan?

Financial Design Group's plan reported $554K in assets and 7 participants for 2024.

Original filing (PDF)20250527134903NAL0006081697001

Financial Design Group

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

Form 5500-SF

FILING_RECEIVED

Financial Design Group 401(k) Plan

401(k) retirement plan · Financial Design Group's Financial Design Group 401(k) Plan held $554K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$554K

Net assets (EOY)

$554K

Plan identifiers

Financial Design Group's EIN is 26-1528160.

EIN 26-1528160

Plan number 001

Plan year 2024

ACK ID 20250527134903NAL0006081697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Design Group'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 FINANCIAL DESIGN GROUP.

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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