Original filing (PDF)20250415220925NAL0004128289024

PROVIDENCE FINANCIAL

Name: PROVIDENCE FINANCIAL — PROVIDENCE FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: PROVIDENCE FINANCIAL

Form 5500-SF

FILING_RECEIVED

PROVIDENCE FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PROVIDENCE FINANCIAL

EIN

27-0275591all filings

Address

3218 WEST EDGEWOOD DRIVE · SUITE 1200 · JEFFERSON CITY, MO · 65109

Phone

(573) 694-7574

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LINN WEALTH MANAGEMENT, LLC

LINN WEALTH MANAGEMENT, LLC 401(K) PLAN

$467K · 2 participants

MATTERN WEALTH MANAGEMENT LLC

MATTERN WEALTH MANAGEMENT 401(K) PLAN

$467K · 4 participants

A.G. MORGAN FINANCIAL ADVISORS, LLC

A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN

$467K · 10 participants

ATA ADVISORS LLC

ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$467K · 6 participants

FOUR G, LLC

FOUR G LLC CASH BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.