How big is Financial Design Studio, Inc.'s plan?

Financial Design Studio, Inc.'s plan reported $201K in assets and 6 participants for 2025.

Original filing (PDF)20260319134126NAL0005027584001

Financial Design Studio, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Design Studio, Inc. 401(k) Plan

401(k) retirement plan · Financial Design Studio, Inc.'s Financial Design Studio, Inc. 401(k) Plan held $201K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan identifiers

Financial Design Studio, Inc.'s EIN is 81-4614586.

EIN 81-4614586

Plan number 001

Plan year 2025

ACK ID 20260319134126NAL0005027584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Design Studio, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Design Studio, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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