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

Outlook Financial Group, LLC's plan reported $971K in assets and 4 participants for 2025.

Original filing (PDF)20260114201549NAL0021236912001

Outlook Financial Group, LLC

Name: Outlook Financial Group, LLC — Outlook Financial, Form 5500 (2025)
Creator: Outlook Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Outlook Financial Group 401(k) Plan

401(k) retirement plan · Outlook Financial Group, LLC's Outlook Financial Group 401(k) Plan held $971K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

Plan identifiers

Outlook Financial Group, LLC's EIN is 38-4023188.

EIN 38-4023188

Plan number 001

Plan year 2025

ACK ID 20260114201549NAL0021236912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Outlook Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Outlook Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OUTLOOK 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score