How big is Financial Resources and Consulting's plan?

Financial Resources and Consulting's plan reported $214K in assets and 3 participants for 2024.

Original filing (PDF)20250731175621NAL0011160178001

Financial Resources and Consulting

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

Form 5500-SF

FILING_RECEIVED

Financial Resources & Consulting 401(k) Plan

401(k) retirement plan · Financial Resources and Consulting's Financial Resources & Consulting 401(k) Plan held $214K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Heather Stewart signed Financial Resources and Consulting's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Financial Resources and Consulting's EIN is 61-1913238.

EIN 61-1913238

Plan number 001

Plan year 2024

ACK ID 20250731175621NAL0011160178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Resources and Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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