How big is Financial Institution Services, LLC's plan?

Financial Institution Services, LLC's plan reported $214K in assets and 1 participants for 2023.

Original filing (PDF)20240603142758NAL0018304193001

Financial Institution Services, LLC

Name: Financial Institution Services, LLC — Financial, Form 5500 (2023)
Creator: Financial Institution Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Institution Services 401(k)

401(k) retirement plan · Financial Institution Services, LLC's Financial Institution Services 401(k) held $214K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Lindsey Mueller signed Financial Institution Services, LLC's 2023 Form 5500 as plan administrator.

Lindsey Mueller — 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

Financial Institution Services, LLC's EIN is 47-1469752.

EIN 47-1469752

Plan number 001

Plan year 2023

ACK ID 20240603142758NAL0018304193001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Financial Institution Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Financial Institution Services, LLC'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 FINANCIAL INSTITUTION SERVICES, LLC.

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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

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 (100th percentile).

Plan sponsor

Name

FINANCIAL INSTITUTION SERVICES, LLC

EIN

all filings

Address

480 MCKINLEY ST · ANOKA, MN · 553031174

Phone

(218) 671-3865

Industry

Other Services (ex. Public Admin)

Plan administrator