How big is Personal Financial Strategies' plan?

Personal Financial Strategies' plan reported $266K in assets and 5 participants for 2024.

Original filing (PDF)20250912090144NAL0002242114001

Personal Financial Strategies

Name: Personal Financial Strategies — PFS 401(k) Plan, Form 5500 (2024)
Creator: Personal Financial Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFS 401(k) Plan

401(k) retirement plan · Personal Financial Strategies' PFS 401(k) Plan held $266K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

Plan identifiers

Personal Financial Strategies' EIN is 35-2219497.

EIN 35-2219497

Plan number 001

Plan year 2024

ACK ID 20250912090144NAL0002242114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Financial Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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