Original filing (PDF)20250929131742NAL0015244019001

FRESNO SECURITIES, INC. DBA FRESNO ACURA

Name: FRESNO SECURITIES, INC. DBA FRESNO ACURA — FRESNO SECURITIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: FRESNO SECURITIES, INC. DBA FRESNO ACURA

Form 5500-SF

FILING_RECEIVED

FRESNO SECURITIES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRESNO SECURITIES, INC. DBA FRESNO ACURA.

Plan sponsor

Name

FRESNO SECURITIES, INC. DBA FRESNO ACURA

EIN