How big is Achieve Financial Group, LLC's plan?

Achieve Financial Group, LLC's plan reported $269K in assets and 1 participants for 2024.

Original filing (PDF)20251006114751NAL0005985472001

Achieve Financial Group, LLC

Name: Achieve Financial Group, LLC — Achieve Financial, Form 5500 (2024)
Creator: Achieve Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Achieve Financial Group LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Achieve Financial Group, LLC's Achieve Financial Group LLC Defined Benefit Pension Plan held $269K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

Plan identifiers

Achieve Financial Group, LLC's EIN is 37-1592147.

EIN 37-1592147

Plan number 001

Plan year 2024

ACK ID 20251006114751NAL0005985472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Achieve Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Achieve Financial Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score