How big is Secura Financial LLC's plan?

Secura Financial LLC's plan reported $1.5M in assets and 5 participants for 2025.

Original filing (PDF)20260323175421NAL0002807520001

Secura Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Secura Financial 401(k) Plan

401(k) retirement plan · Secura Financial LLC's Secura Financial 401(k) Plan held $1.5M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jason Stone signed Secura Financial LLC's 2025 Form 5500 as plan administrator.

Jason Stone — 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

Secura Financial LLC's EIN is 33-0780120.

EIN 33-0780120

Plan number 001

Plan year 2025

ACK ID 20260323175421NAL0002807520001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Secura Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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