Original filing (PDF)20250128081503NAL0022390640001

FINANCIAL REPRESENTATIVES ASSOCIATION INCORPORATED

Name: FINANCIAL REPRESENTATIVES ASSOCIATION INCORPORATED — FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: FINANCIAL REPRESENTATIVES ASSOCIATION INCORPORATED

Form 5500-SF

FILING_RECEIVED

FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL REPRESENTATIVES ASSOCIATION INCORPORATED

EIN

39-0798413all filings

Address

PO BOX 628403 · MIDDLETON, WI · 53562

Phone

(414) 289-9432

Industry

Finance & Insurancesee all

Plan administrator