How big is State Financial Officers Foundation's plan?

State Financial Officers Foundation's plan reported $75K in assets and 6 participants for 2024.

Original filing (PDF)20250603231702NAL0010969361002

State Financial Officers Foundation

Name: State Financial Officers Foundation — State Financia, Form 5500 (2024)
Creator: State Financial Officers Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

State Financial Officers Foundation 401(k) Plan

401(k) retirement plan · State Financial Officers Foundation's State Financial Officers Foundation 401(k) Plan held $75K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan identifiers

State Financial Officers Foundation's EIN is 46-2604771.

EIN 46-2604771

Plan number 001

Plan year 2024

ACK ID 20250603231702NAL0010969361002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

State Financial Officers Foundation'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 STATE FINANCIAL OFFICERS FOUNDATION.

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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