How big is Financial Advisors Resources' plan?

Financial Advisors Resources' plan reported $27K in assets and 7 participants for 2024.

Original filing (PDF)20251126140700NAL0009488002001

Financial Advisors Resources

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

Form 5500-SF

FILING_RECEIVED

Financial Advisors Resources SOCA Benefit Plan

Health & welfare plan · Financial Advisors Resources' Financial Advisors Resources SOCA Benefit Plan held $27K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$27K

Net assets (EOY)

$9K

People on this filing

Matt Appenzeller signed Financial Advisors Resources' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Financial Advisors Resources' EIN is 31-1624008.

EIN 31-1624008

Plan number 501

Plan year 2024

ACK ID 20251126140700NAL0009488002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Advisors Resources' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score