How big is Fagan Financial Group's plan?

Fagan Financial Group's plan reported $28K in assets and 3 participants for 2024.

Original filing (PDF)20250709204557NAL0003036899001

Fagan Financial Group

Name: Fagan Financial Group — Fagan Financial Group 401(k), Form 5500 (2024)
Creator: Fagan Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fagan Financial Group 401(k) Plan

401(k) retirement plan · Fagan Financial Group's Fagan Financial Group 401(k) Plan held $28K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan identifiers

Fagan Financial Group's EIN is 83-2951237.

EIN 83-2951237

Plan number 001

Plan year 2024

ACK ID 20250709204557NAL0003036899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fagan Financial Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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