How big is Blakely Financial Services, Inc.'s plan?

Blakely Financial Services, Inc.'s plan reported $246K in assets and 1 participants for 2024.

Original filing (PDF)20251015140850NAL0009641202001

Blakely Financial Services, Inc.

Name: Blakely Financial Services, Inc. — Blakely Financial, Form 5500 (2024)
Creator: Blakely Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blakely Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Blakely Financial Services, Inc.'s Blakely Financial Services, Inc. 401(k) Plan held $246K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

Plan identifiers

Blakely Financial Services, Inc.'s EIN is 47-1714811.

EIN 47-1714811

Plan number 001

Plan year 2024

ACK ID 20251015140850NAL0009641202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blakely Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blakely Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

BLAKELY FINANCIAL SERVICES, INC.

EIN

all filings

Address

3439 BROOKSIDE ROAD, SUITE 210 · STOCKTON, CA · 95219

Phone

(209) 956-0267

Industry

Finance & Insurance

Plan administrator