How big is Financial Partners Group's plan?

Financial Partners Group's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250731154245NAL0010872578001

Financial Partners Group

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

Form 5500-SF

FILING_RECEIVED

Financial Partners Group 401(k) P/S Plan

401(k) retirement plan · Financial Partners Group's Financial Partners Group 401(k) P/S Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

James Claiborne signed Financial Partners Group's 2024 Form 5500 as plan administrator.

James Claiborne — 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 Partners Group's EIN is 71-0976221.

EIN 71-0976221

Plan number 001

Plan year 2024

ACK ID 20250731154245NAL0010872578001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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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