How big is Financial Identity Advisors, Inc.'s plan?

Financial Identity Advisors, Inc.'s plan reported $99K in assets and 7 participants for 2023.

Original filing (PDF)20240924143549NAL0017702752001

Financial Identity Advisors, Inc.

Name: Financial Identity Advisors, Inc. — Financial, Form 5500 (2023)
Creator: Financial Identity Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Identity Advisors 401(k) Plan

401(k) retirement plan · Financial Identity Advisors, Inc.'s Financial Identity Advisors 401(k) Plan held $99K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

Plan identifiers

Financial Identity Advisors, Inc.'s EIN is 35-2267174.

EIN 35-2267174

Plan number 001

Plan year 2023

ACK ID 20240924143549NAL0017702752001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Financial Identity Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Financial Identity Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off