Original filing (PDF)20250226101930NAL0000952833001

THE 1 FINANCIAL SOLUTION GROUP, LLC

Name: THE 1 FINANCIAL SOLUTION GROUP, LLC — THE #1 FINANCIAL SOLUTION GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE 1 FINANCIAL SOLUTION GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE #1 FINANCIAL SOLUTION GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE 1 FINANCIAL SOLUTION GROUP, LLC.

Plan sponsor

Name

THE 1 FINANCIAL SOLUTION GROUP, LLC

EIN

26-1874391

Address

2306 W PINHOOK RD SUITE 101A · LAFAYETTE, LA · 705083735

Phone

(337) 769-4444

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IRON GATE GLOBAL ADVISORS

IRON GATE GLOBAL ADVISORS 401(K) PROFIT SHARING PLAN

$3.8M · 12 participants

DAVID P. GILLIAM & ASSOCIATES, INC.

DAVID P GILLIAM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

$3.8M · 5 participants

WEALTH PRESERVATION SOLUTIONS, LLC

WEALTH PRESERVATION SOLUTIONS 401K PROFIT SHARING PLAN & TRUST

$3.8M · 23 participants

PRUDENT MANAGEMENT ASSOCIATES

PRUDENT MANAGEMENT ASSOCIATES 401K PLAN

$3.8M · 12 participants

CORNWALL CAPITAL MANAGEMENT LP