How big is Murray Financial Services' plan?

Murray Financial Services' plan reported $504K in assets and 2 participants for 2024.

Original filing (PDF)20250606114204NAL0021549504001

Murray Financial Services

Name: Murray Financial Services — Murray Financial, Form 5500 (2024)
Creator: Murray Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Murray Financial Services 401(k) Plan

401(k) retirement plan · Murray Financial Services' Murray Financial Services 401(k) Plan held $504K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

Plan identifiers

Murray Financial Services' EIN is 82-4386808.

EIN 82-4386808

Plan number 001

Plan year 2024

ACK ID 20250606114204NAL0021549504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Murray Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Murray Financial Services' 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 MURRAY FINANCIAL SERVICES.

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MURRAY FINANCIAL SERVICES

EIN

all filings

Address

140 YELLOWSTONE DRIVE, SUITE 100 · CHICO, CA · 95973

Phone

(530) 896-5484

Industry

Finance & Insurance

Plan administrator