How big is Foran Financial Group, Inc.'s plan?

Foran Financial Group, Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20251015185159NAL0011090018001

Foran Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Foran Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Foran Financial Group, Inc.'s Foran Financial Group, Inc. 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Daniel Foran signed Foran Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Foran — 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

Foran Financial Group, Inc.'s EIN is 45-4274732.

EIN 45-4274732

Plan number 002

Plan year 2024

ACK ID 20251015185159NAL0011090018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Foran Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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