· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PROFESSIONAL FINANCIAL SPECIALISTS, INC. — PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014131525NAL0001402355001
PROFESSIONAL FINANCIAL SPECIALISTS, INC.
Form 5500-SF
FILING_RECEIVED
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PROFESSIONAL FINANCIAL SPECIALISTS, INC.
.
Find decision makers
Plan sponsor
Name
PROFESSIONAL FINANCIAL SPECIALISTS, INC.
EIN
84-1273990
Address
418 COFFMAN · LONGMONT, CO · 80501
Phone
(303) 444-1234
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
FOUR SEASONS INSURANCE AGENCY
FOUR SEASONS INSURANCE INC 401K PROFIT SHARING PLAN AND TRUST
$1.1M · 19 participants
INSURANCE CENTERS, INC.
INSURANCE CENTERS, INC. 401(K) PLAN
$1.1M · 23 participants
H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT
H&H PROFESSIONAL INSURANCE ASSOCIATES 401(K) PLAN
$1.1M · 8 participants
RED HOOK AGENCIES, INC.
RED HOOK AGENCIES, INC. 401(K) & PROFIT SHARING PLAN
$1.1M · 5 participants
BEN PARSONS INSURANCE AGENCY, IN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BEN PARSONS INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 11 participants
KENTUCKY PUBLIC ENTITY PROGRAMS,
KENTUCKY PUBLIC ENTITY PROGRAMS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 2 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
