How big is Reffsin Financial, Inc.'s plan?

Reffsin Financial, Inc.'s plan reported $49K in assets and 3 participants for 2024.

Original filing (PDF)20250717120417NAL0000115219001

Reffsin Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Reffsin Financial, Inc. 401(k) Plan

401(k) retirement plan · Reffsin Financial, Inc.'s Reffsin Financial, Inc. 401(k) Plan held $49K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Shari Reffsin signed Reffsin Financial, Inc.'s 2024 Form 5500 as plan administrator.

Shari Reffsin — 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

Reffsin Financial, Inc.'s EIN is 84-4283270.

EIN 84-4283270

Plan number 001

Plan year 2024

ACK ID 20250717120417NAL0000115219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reffsin Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Helping the score