How big is All Financial Services LLC's plan?

All Financial Services LLC's plan covered 2 participants for 2024.

Original filing (PDF)20250717140622NAL0000212211001

All Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

All Financial Services LLC - 401(k) Plan

401(k) retirement plan · All Financial Services LLC's All Financial Services LLC - 401(k) Plan covered 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marcus Bowie signed All Financial Services LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

All Financial Services LLC's EIN is 84-3256463.

EIN 84-3256463

Plan number 001

Plan year 2024

ACK ID 20250717140622NAL0000212211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

All Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ALL FINANCIAL SERVICES LLC.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ALL FINANCIAL SERVICES LLC

EIN

all filings

Address

9101 LAKERIDGE BLVD · BOCA RATON, FL · 33496

Phone

(561) 270-9877

Industry

Professional & Technical Services

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

2025-07-17

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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