How big is 1776 Financial Services, Inc.'s plan?

1776 Financial Services, Inc.'s plan reported $4.2M in assets and 11 participants for 2025.

Original filing (PDF)20260401145614NAL0001283713001

1776 Financial Services, Inc.

Name: 1776 Financial Services, Inc. — 1776 Financial, Form 5500 (2025)
Creator: 1776 Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1776 Financial Retirement Plan

401(k) retirement plan · 1776 Financial Services, Inc.'s 1776 Financial Retirement Plan held $4.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

1776 Financial Services, Inc.'s EIN is 26-4234278.

EIN 26-4234278

Plan number 001

Plan year 2025

ACK ID 20260401145614NAL0001283713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 1776 Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

1776 Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 1776 FINANCIAL SERVICES, 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