How big is Strefner Financial Services Inc.'s plan?

Strefner Financial Services Inc.'s plan reported $147K in assets and 3 participants for 2024.

Original filing (PDF)20251013140233NAL0003169698001

Strefner Financial Services Inc.

Name: Strefner Financial Services Inc. — Strefner Financia, Form 5500 (2024)
Creator: Strefner Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strefner Financial Services Inc. 401(k) Plan

401(k) retirement plan · Strefner Financial Services Inc.'s Strefner Financial Services Inc. 401(k) Plan held $147K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Richard Tatum signed Strefner Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Strefner Financial Services Inc.'s EIN is 36-4465031.

EIN 36-4465031

Plan number 001

Plan year 2024

ACK ID 20251013140233NAL0003169698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strefner Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Helping the score