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

Blakely Financial, Inc.'s plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250528101824NAL0004331347001

Blakely Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Blakely Financial, Inc. 401(k) P/S Plan

401(k) retirement plan · Blakely Financial, Inc.'s Blakely Financial, Inc. 401(k) P/S Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Robert Blakely signed Blakely Financial, Inc.'s 2024 Form 5500 as plan administrator.

Robert Blakely — 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

Blakely Financial, Inc.'s EIN is 56-2275155.

EIN 56-2275155

Plan number 001

Plan year 2024

ACK ID 20250528101824NAL0004331347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blakely Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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