How big is Squigley Financial, LLC's plan?

Squigley Financial, LLC's plan reported $97K in assets and 4 participants for 2024.

Original filing (PDF)20251014161159NAL0003253265001

Squigley Financial, LLC

Name: Squigley Financial, LLC — Squigley Financial 401(k), Form 5500 (2024)
Creator: Squigley Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Squigley Financial 401(k) Plan

401(k) retirement plan · Squigley Financial, LLC's Squigley Financial 401(k) Plan held $97K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Squigley Financial, LLC's EIN is 85-4101800.

EIN 85-4101800

Plan number 001

Plan year 2024

ACK ID 20251014161159NAL0003253265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Squigley Financial, 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 SQUIGLEY FINANCIAL, 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