How big is Financial Associates Inc.'s plan?

Financial Associates Inc.'s plan reported $78K in assets and 17 participants for 2024.

Original filing (PDF)20250721154406NAL0001693969001

Financial Associates Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Associates

401(k) retirement plan · Financial Associates Inc.'s Financial Associates held $78K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Shirley Horner signed Financial Associates Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Financial Associates Inc.'s EIN is 86-0219560.

EIN 86-0219560

Plan number 001

Plan year 2024

ACK ID 20250721154406NAL0001693969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Associates 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 FINANCIAL ASSOCIATES 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

Knocking points off