Original filing (PDF)20250408110606NAL0034092930001

BUSINESS & FINANCIAL MANAGEMENT SOLUTION

Name: BUSINESS & FINANCIAL MANAGEMENT SOLUTION — BUSINESS & FINANCIAL MANAGEMENT SOLUTION 401K PLAN, Form 5500 (2024)
Creator: BUSINESS & FINANCIAL MANAGEMENT SOLUTION

Form 5500-SF

FILING_RECEIVED

BUSINESS & FINANCIAL MANAGEMENT SOLUTION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BUSINESS & FINANCIAL MANAGEMENT SOLUTION

EIN

46-3381065

Address

PO BOX 41268 · AUSTIN, TX · 78704

Phone

(512) 673-2806

Industry

Professional & Technical Servicessee all

Plan administrator