How big is Canterbury Financial Group, LLC's plan?

Canterbury Financial Group, LLC's plan reported $752K in assets and 2 participants for 2025.

Original filing (PDF)20260212114747NAL0000141808001

Canterbury Financial Group, LLC

Name: Canterbury Financial Group, LLC — Canterbury, Form 5500 (2025)
Creator: Canterbury Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canterbury Financial Group 401(k) Retirement Plan

401(k) retirement plan · Canterbury Financial Group, LLC's Canterbury Financial Group 401(k) Retirement Plan held $752K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

People on this filing

Thomas Hardin signed Canterbury Financial Group, LLC's 2025 Form 5500 as plan administrator.

Thomas Hardin — 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

Canterbury Financial Group, LLC's EIN is 61-1443691.

EIN 61-1443691

Plan number 001

Plan year 2025

ACK ID 20260212114747NAL0000141808001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Canterbury Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Canterbury Financial Group, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off