Original filing (PDF)20250623145007NAL0003606883001

Financial Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Management, Inc. 401(k) Plan

401(k) retirement plan · Financial Management, Inc.'s Financial Management, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Financial Management, Inc.'s EIN is 71-0563820.

EIN 71-0563820

Plan number 001

Plan year 2024

ACK ID 20250623145007NAL0003606883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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 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