How big is Defranco Financial's plan?

Defranco Financial's plan reported $564K in assets and 8 participants for 2023.

Original filing (PDF)20241015134719NAL0029840289001

Defranco Financial

Name: Defranco Financial — Defranco Financial 401(k) Plan, Form 5500 (2023)
Creator: Defranco Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defranco Financial 401(k) Plan

401(k) retirement plan · Defranco Financial's Defranco Financial 401(k) Plan held $564K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

People on this filing

Dustin Defranco signed Defranco Financial's 2023 Form 5500 as plan administrator.

Dustin Defranco — 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

Defranco Financial's EIN is 82-0880107.

EIN 82-0880107

Plan number 001

Plan year 2023

ACK ID 20241015134719NAL0029840289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Defranco Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Defranco Financial's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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