How big is Professional Financial Specialists, Inc.'s plan?

Professional Financial Specialists, Inc.'s plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251014131525NAL0001402355001

Professional Financial Specialists, Inc.

Name: Professional Financial Specialists, Inc. — Form 5500 Plan 001 (2024)
Creator: Professional Financial Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Financial Specialists, Inc. 401(k) Plan

401(k) retirement plan · Professional Financial Specialists, Inc.'s Professional Financial Specialists, Inc. 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Professional Financial Specialists, Inc.'s EIN is 84-1273990.

EIN 84-1273990

Plan number 001

Plan year 2024

ACK ID 20251014131525NAL0001402355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Financial Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Financial Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 PROFESSIONAL FINANCIAL SPECIALISTS, INC..

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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

Knocking points off