How big is Thelen Financial Inc.'s plan?

Thelen Financial Inc.'s plan reported $8K in assets and 2 participants for 2023.

Original filing (PDF)20240723102720NAL0018002144001

Thelen Financial Inc.

Name: Thelen Financial Inc. — Thelen Financial Inc. 401(k), Form 5500 (2023)
Creator: Thelen Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thelen Financial Inc. 401(k) Plan

401(k) retirement plan · Thelen Financial Inc.'s Thelen Financial Inc. 401(k) Plan held $8K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Chris Horne signed Thelen Financial Inc.'s 2023 Form 5500 as plan administrator.

Chris Horne — 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

Thelen Financial Inc.'s EIN is 85-3025717.

EIN 85-3025717

Plan number 001

Plan year 2023

ACK ID 20240723102720NAL0018002144001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Thelen Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Thelen 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 THELEN 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