How big is Executive Financial SRVS, Inc.'s plan?

Executive Financial SRVS, Inc.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250912105425NAL0001238225001

Executive Financial SRVS, Inc.

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

Form 5500-SF

FILING_RECEIVED

Executive Financial Services, Inc. 401(k) PSP

401(k) retirement plan · Executive Financial SRVS, Inc.'s Executive Financial Services, Inc. 401(k) PSP held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Executive Financial SRVS, Inc.'s EIN is 62-1128390.

EIN 62-1128390

Plan number 001

Plan year 2024

ACK ID 20250912105425NAL0001238225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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