How big is Fyooz Financial Planning's plan?

Fyooz Financial Planning's plan reported $23K in assets and 3 participants for 2024.

Original filing (PDF)20250707110314NAL0003141233001

Fyooz Financial Planning

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

Form 5500-SF

FILING_RECEIVED

Fyooz Financial Planning 401(k) Plan

401(k) retirement plan · Fyooz Financial Planning's Fyooz Financial Planning 401(k) Plan held $23K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Natalie Slagle signed Fyooz Financial Planning's 2024 Form 5500 as plan administrator.

Natalie Slagle — 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

Fyooz Financial Planning's EIN is 83-4379979.

EIN 83-4379979

Plan number 001

Plan year 2024

ACK ID 20250707110314NAL0003141233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fyooz Financial Planning's plan includes profit-sharing, a 401(k) feature, 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 FYOOZ FINANCIAL PLANNING.

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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