Original filing (PDF)20240924143549NAL0017702752001

FINANCIAL IDENTITY ADVISORS, INC.

Name: FINANCIAL IDENTITY ADVISORS, INC. — FINANCIAL IDENTITY ADVISORS 401K PLAN, Form 5500 (2023)
Creator: FINANCIAL IDENTITY ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

FINANCIAL IDENTITY ADVISORS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL IDENTITY ADVISORS, INC.

EIN

35-2267174all filings

Address

3541 BEMISS KNIGHTS ACADEMY RD · VALDOSTA, GA · 31605

Phone

(260) 564-2166

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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