How big is Semfin Group, LLC's plan?

Semfin Group, LLC's plan reported $4.5M in assets and 7 participants for 2025.

Original filing (PDF)20260520095421NAL0001645987001

Semfin Group, LLC

Name: Semfin Group, LLC — Semfin Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: Semfin Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Semfin Group, LLC 401(k) Plan

401(k) retirement plan · Semfin Group, LLC's Semfin Group, LLC 401(k) Plan held $4.5M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Megan Petri signed Semfin Group, LLC's 2025 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Semfin Group, LLC's EIN is 27-1763222.

EIN 27-1763222

Plan number 001

Plan year 2025

ACK ID 20260520095421NAL0001645987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Semfin Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Semfin Group, LLC'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 SEMFIN GROUP, LLC.

Finding similar companies…

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