Original filing (PDF)20250519103828NAL0001057267001

AREA FINANCIAL SERVICES INC

Name: AREA FINANCIAL SERVICES INC — AREA FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: AREA FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

AREA FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AREA FINANCIAL SERVICES INC.

Plan sponsor

Name

AREA FINANCIAL SERVICES INC

EIN

34-1541738

Address

840 GRAHAM DR · FREMONT, OH · 434204076

Phone

(419) 332-4396

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

UTICA GAS & ELECTRIC EMPLOYEES FEDERAL CREDIT UNION

UTICA GAS & ELECTRIC EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

$1.4M · 9 participants

FRANKLIN FIRST FEDERAL CREDIT UNION

FRANKLIN FIRST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$1.4M · 16 participants

SERVE CREDIT UNION

SERVE CREDIT UNION CAPITAL ACCUMULATION PLAN

$1.4M · 21 participants

COMMUNITY ONE CREDIT UNION OF OHIO, INC.

COMMUNITY ONE CREDIT UNION OF OHIO, INC. 401K PROFIT SHARING PLAN AND TRUST

$1.4M · 26 participants