How big is U.S. Financial Group, Inc.'s plan?

U.S. Financial Group, Inc.'s plan reported $2.0M in assets and 18 participants for 2024.

Original filing (PDF)20250814124749NAL0011831280001

U.S. Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

U.S. Financial Group, Inc. 401(k) Plan

401(k) retirement plan · U.S. Financial Group, Inc.'s U.S. Financial Group, Inc. 401(k) Plan held $2.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

U.S. Financial Group, Inc.'s EIN is 72-1442214.

EIN 72-1442214

Plan number 001

Plan year 2024

ACK ID 20250814124749NAL0011831280001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

U.S. Financial Group, Inc.'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 U.S. FINANCIAL GROUP, 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