Original filing (PDF)20260310085455NAL0003792467001

Financial Representatives Association Incorporated

Name: Financial Representatives Association Incorporated — Form 5500 Plan 001 (2025)
Creator: Financial Representatives Association Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Representatives Association 401(k) Plan

401(k) retirement plan · Financial Representatives Association Incorporated's Financial Representatives Association 401(k) Plan held $278K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Financial Representatives Association Incorporated's EIN is 39-0798413.

EIN 39-0798413

Plan number 001

Plan year 2025

ACK ID 20260310085455NAL0003792467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Representatives Association Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Representatives Association Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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