How big is Foothills Financial Group LLC's plan?

Foothills Financial Group LLC's plan reported $580K in assets and 2 participants for 2024.

Original filing (PDF)20250612130846NAL0016631409001

Foothills Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Foothills Financial Group Employee Profit Sharing Plan 401(k)

401(k) retirement plan · Foothills Financial Group LLC's Foothills Financial Group Employee Profit Sharing Plan 401(k) held $580K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Christina Boomershine signed Foothills Financial Group LLC's 2024 Form 5500 as plan administrator.

Christina Boomershine — 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

Foothills Financial Group LLC's EIN is 75-3151825.

EIN 75-3151825

Plan number 001

Plan year 2024

ACK ID 20250612130846NAL0016631409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Foothills Financial Group LLC'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 FOOTHILLS FINANCIAL GROUP LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FOOTHILLS FINANCIAL GROUP LLC

EIN

all filings

Address

3977 PERIE LN · SAN JOSE, CA · 951323227

Phone

(408) 937-7895

Industry

Real Estate

Plan administrator