How big is Secure One Financial Inc.'s plan?

Secure One Financial Inc.'s plan reported $35K in assets and 22 participants for 2024.

Original filing (PDF)20250411175124NAL0036600672001

Secure One Financial Inc.

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

Form 5500-SF

FILING_RECEIVED

Secure One Financial Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Secure One Financial Inc.'s Secure One Financial Inc. 401(k) Profit Sharing Plan & Trust held $35K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Adilea SOTO signed Secure One Financial Inc.'s 2024 Form 5500 as plan administrator.

Adilea SOTO — 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

Secure One Financial Inc.'s EIN is 84-4678539.

EIN 84-4678539

Plan number 001

Plan year 2024

ACK ID 20250411175124NAL0036600672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Secure One Financial Inc.'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 SECURE ONE FINANCIAL 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

Helping the score