Original filing (PDF)20251014151950NAL0006553826001

FINANCIAL MANAGEMENT STRATEGIES, IN

Name: FINANCIAL MANAGEMENT STRATEGIES, IN — FINANCIAL MANAGEMENT STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: FINANCIAL MANAGEMENT STRATEGIES, IN

Form 5500-SF

FILING_RECEIVED

FINANCIAL MANAGEMENT STRATEGIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL MANAGEMENT STRATEGIES, IN

EIN

34-1908800all filings

Address

9200 SOUTH HILLS BLVD SUITE 310 · BROADVIEW HTS., OH · 44147

Phone

(216) 642-7878

Industry

Finance & Insurancesee all

Plan administrator