How big is Fleishel Financial Associates, Inc.'s plan?

Fleishel Financial Associates, Inc.'s plan reported $851K in assets and 6 participants for 2024.

Original filing (PDF)20250919144614NAL0003190528001

Fleishel Financial Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Fleishel Financial Associates, Inc. Cash Balance Plan

Defined-benefit pension plan · Fleishel Financial Associates, Inc.'s Fleishel Financial Associates, Inc. Cash Balance Plan held $851K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

Plan identifiers

Fleishel Financial Associates, Inc.'s EIN is 59-3025304.

EIN 59-3025304

Plan number 002

Plan year 2024

ACK ID 20250919144614NAL0003190528001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fleishel Financial Associates, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLEISHEL FINANCIAL ASSOCIATES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score