How big is Financial Security Management, Inc.'s plan?

Financial Security Management, Inc.'s plan reported $2.0M in assets and 46 participants for 2024.

Original filing (PDF)20250905183958NAL0017379281001

Financial Security Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Security Management, Inc. 401(k) Plan

401(k) retirement plan · Financial Security Management, Inc.'s Financial Security Management, Inc. 401(k) Plan held $2.0M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Financial Security Management, Inc.'s EIN is 84-1318162.

EIN 84-1318162

Plan number 001

Plan year 2024

ACK ID 20250905183958NAL0017379281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Security Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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