How big is Ferdinandsen Financial Group's plan?

Ferdinandsen Financial Group's plan reported $310K in assets and 3 participants for 2024.

Original filing (PDF)20251015143803NAL0010113490001

Ferdinandsen Financial Group

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

Form 5500-SF

FILING_RECEIVED

Ferdinandsen Financial Group Retirement Plan

401(k) retirement plan · Ferdinandsen Financial Group's Ferdinandsen Financial Group Retirement Plan held $310K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

People on this filing

Dale Ferdinandsen signed Ferdinandsen Financial Group's 2024 Form 5500 as plan administrator.

Dale Ferdinandsen — 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

Ferdinandsen Financial Group's EIN is 45-2465251.

EIN 45-2465251

Plan number 001

Plan year 2024

ACK ID 20251015143803NAL0010113490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

FERDINANDSEN FINANCIAL GROUP

EIN

all filings

Address

5901 GRAY MARKET DRIVE · SUITE A · LAKE CHARLES, LA · 70605

Phone

(337) 491-9236

Industry

Finance & Insurance

Plan administrator