How big is 1752 Financial, Inc.'s plan?

1752 Financial, Inc.'s plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250408160258NAL0020540033001

1752 Financial, Inc.

Name: 1752 Financial, Inc. — 1752 Financial Employee, Form 5500 (2024)
Creator: 1752 Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1752 Financial Employee Retirement Plan

401(k) retirement plan · 1752 Financial, Inc.'s 1752 Financial Employee Retirement Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

1752 Financial, Inc.'s EIN is 27-1518048.

EIN 27-1518048

Plan number 001

Plan year 2024

ACK ID 20250408160258NAL0020540033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1752 Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1752 Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 1752 FINANCIAL, 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