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

Ferguson Financial Group, LLC's plan reported $67K in assets and 4 participants for 2022.

Original filing (PDF)20231006081431NAL0030021296001

Ferguson Financial Group, LLC

Name: Ferguson Financial Group, LLC — Ferguson Financial, Form 5500 (2022)
Creator: Ferguson Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ferguson Financial Group, LLC 401(k) Plan

401(k) retirement plan · Ferguson Financial Group, LLC's Ferguson Financial Group, LLC 401(k) Plan held $67K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Rodney Ferguson signed Ferguson Financial Group, LLC's 2022 Form 5500 as plan administrator.

Rodney Ferguson — 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

Ferguson Financial Group, LLC's EIN is 43-1893957.

EIN 43-1893957

Plan number 001

Plan year 2022

ACK ID 20231006081431NAL0030021296001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Ferguson Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERGUSON 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FERGUSON FINANCIAL GROUP, LLC

EIN

all filings

Address

16253 SWINGLEY RIDGE RD STE 215 · CHESTERFIELD, MO · 63017

Phone

(314) 821-0500

Industry

Finance & Insurance

Plan administrator