How big is SFI Compliance's plan?

SFI Compliance's plan reported $1.3M in assets and 41 participants for 2024.

Original filing (PDF)20251001105141NAL0005883731001

SFI Compliance

Name: SFI Compliance — SFI Compliance 401(k) P/S Plan, Form 5500 (2024)
Creator: SFI Compliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFI Compliance 401(k) P/S Plan

401(k) retirement plan · SFI Compliance's SFI Compliance 401(k) P/S Plan held $1.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Luann Roberts signed SFI Compliance's 2024 Form 5500 as plan administrator.

Luann Roberts — 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

SFI Compliance's EIN is 45-3178262.

EIN 45-3178262

Plan number 001

Plan year 2024

ACK ID 20251001105141NAL0005883731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SFI Compliance'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 SFI COMPLIANCE.

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Plan health score

Above-average plan

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

Knocking points off