How big is Nancy RHEW's plan?

Nancy RHEW's plan reported $307K in assets and 2 participants for 2024.

Original filing (PDF)20250930134705NAL0005523907001

Nancy RHEW

Name: Nancy RHEW — Financial Chapters 401(k) Profit, Form 5500 (2024)
Creator: Nancy RHEW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Chapters 401(k) Profit Sharing Plan

401(k) retirement plan · Nancy RHEW's Financial Chapters 401(k) Profit Sharing Plan held $307K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

Plan identifiers

Nancy RHEW's EIN is 47-3958761.

EIN 47-3958761

Plan number 002

Plan year 2024

ACK ID 20250930134705NAL0005523907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy RHEW from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy RHEW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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 average account balance (94th percentile).

Plan sponsor

Name

NANCY RHEW

EIN

all filings

Address

2941 KOBE DR · SAN DIEGO, CA · 921233006

Phone

(858) 200-2084

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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