How big is Financial Designs, LLC's plan?

Financial Designs, LLC's plan reported $1.9M in assets and 15 participants for 2024.

Original filing (PDF)20251005072334NAL0002564529001

Financial Designs, LLC

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

Form 5500-SF

FILING_RECEIVED

Financial Designs, LLC 401(k) Plan

401(k) retirement plan · Financial Designs, LLC's Financial Designs, LLC 401(k) Plan held $1.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Paige Miller signed Financial Designs, LLC's 2024 Form 5500 as plan administrator.

Paige Miller — 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

Financial Designs, LLC's EIN is 42-1456613.

EIN 42-1456613

Plan number 001

Plan year 2024

ACK ID 20251005072334NAL0002564529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Designs, LLC'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 DESIGNS, 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