How big is 901 Financial Services LLC's plan?

901 Financial Services LLC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250318131926NAL0001735747001

901 Financial Services LLC

Name: 901 Financial Services LLC — 901 Financial Services, Form 5500 (2024)
Creator: 901 Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

901 Financial Services LLC Retirement Plan

401(k) retirement plan · 901 Financial Services LLC's 901 Financial Services LLC Retirement Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

901 Financial Services LLC's EIN is 85-2084385.

EIN 85-2084385

Plan number 001

Plan year 2024

ACK ID 20250318131926NAL0001735747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 901 Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

901 Financial Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 901 FINANCIAL SERVICES LLC.

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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