How big is Advisors Financial Group's plan?

Advisors Financial Group's plan reported $307K in assets and 7 participants for 2025.

Original filing (PDF)20260504172200NAL0000086193001

Advisors Financial Group

Name: Advisors Financial Group — Advisors Financial Group, Form 5500 (2025)
Creator: Advisors Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisors Financial Group 401 (K) Plan

401(k) retirement plan · Advisors Financial Group's Advisors Financial Group 401 (K) Plan held $307K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

Plan identifiers

Advisors Financial Group's EIN is 76-0556119.

EIN 76-0556119

Plan number 001

Plan year 2025

ACK ID 20260504172200NAL0000086193001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advisors Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advisors Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Knocking points off