Original filing (PDF)20250913170306NAL0001505539001

QUEEN FINANCIAL SERVICES, LLC

Name: QUEEN FINANCIAL SERVICES, LLC — QUEEN FINANCIAL SERVICES LLC 401 (K) PLAN, Form 5500 (2024)
Creator: QUEEN FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

QUEEN FINANCIAL SERVICES LLC 401 (K) PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

QUEEN FINANCIAL SERVICES, LLC

EIN

45-5320676

Address

98 LAKE FRANKSTON · FRANKSTON, TX · 75763

Phone

(210) 525-7990

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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