How big is Flaherty Sales Co.'s plan?

Flaherty Sales Co.'s plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250729145840NAL0003510593001

Flaherty Sales Co.

Name: Flaherty Sales Co. — Flaherty Sales Co. 401(k) P/S, Form 5500 (2024)
Creator: Flaherty Sales Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flaherty Sales Co. 401(k) P/S Plan

401(k) retirement plan · Flaherty Sales Co.'s Flaherty Sales Co. 401(k) P/S Plan held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kaitlyn Stokes signed Flaherty Sales Co.'s 2024 Form 5500 as plan administrator.

Kaitlyn Stokes — 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

Flaherty Sales Co.'s EIN is 34-1824934.

EIN 34-1824934

Plan number 001

Plan year 2024

ACK ID 20250729145840NAL0003510593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Flaherty Sales Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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