How big is Four Seasons Financial, LLC's plan?

Four Seasons Financial, LLC's plan reported $147K in assets and 2 participants for 2025.

Original filing (PDF)20260206133304NAL0006725840001

Four Seasons Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Four Seasons Financial 401(k) Plan

401(k) retirement plan · Four Seasons Financial, LLC's Four Seasons Financial 401(k) Plan held $147K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Cheryl W. Flewelling signed Four Seasons Financial, LLC's 2025 Form 5500 as plan administrator.

Cheryl W. Flewelling — 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

Four Seasons Financial, LLC's EIN is 82-4138324.

EIN 82-4138324

Plan number 001

Plan year 2025

ACK ID 20260206133304NAL0006725840001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Four Seasons Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Four Seasons Financial, 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 FOUR SEASONS FINANCIAL, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FOUR SEASONS FINANCIAL, LLC

EIN

all filings

Address

4 TRANQUILITY TRAIL · OAKLAND, ME · 04963

Phone

(207) 313-3477

Industry

Finance & Insurance

Plan administrator