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FINANCIAL BUSINESS GROUP HOLDINGS — FINANCIAL BUSINESS GROUP HOLDINGS 401K PSP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709140610NAL0008204896001
FINANCIAL BUSINESS GROUP HOLDINGS
Form 5500-SF
FILING_RECEIVED
FINANCIAL BUSINESS GROUP HOLDINGS 401K PSP
401(k) retirement plan
Active participants
3
Accounts w/ balance
23
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINANCIAL BUSINESS GROUP HOLDINGS
.
Find decision makers
Plan sponsor
Name
FINANCIAL BUSINESS GROUP HOLDINGS
EIN
46-3271034
Address
175 S LAKE AVE UNIT 200 · PASADENA, CA · 91101
Phone
(626) 578-9400
Industry
Data Processing, Hosting
· Information / Tech / Media
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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PIVOTAL SPACE, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
BARIATRIC CENTERS OF AMERICA, LLC
BARIATRIC CENTERS OF AMERICA 401(K) PLAN
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ENGAGEDLY INC
ENGAGEDLY INC 401(K) PLAN
$1.1M · 12 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADF, INC.
JETRAILS.COM 401(K) PLAN
$1.1M · 17 participants
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