How big is Financial Dimensions' plan?

Financial Dimensions' plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250408133316NAL0018078849001

Financial Dimensions

Name: Financial Dimensions — Financial Dimensions 401(k), Form 5500 (2024)
Creator: Financial Dimensions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Dimensions 401(k) Profit Sharing Plan

401(k) retirement plan · Financial Dimensions' Financial Dimensions 401(k) Profit Sharing Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Financial Dimensions' EIN is 27-3497423.

EIN 27-3497423

Plan number 001

Plan year 2024

ACK ID 20250408133316NAL0018078849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Dimensions' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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