How big is Benefit and Financial Strategies' plan?

Benefit and Financial Strategies' plan reported $866K in assets and 4 participants for 2024.

Original filing (PDF)20250625113201NAL0007757153001

Benefit and Financial Strategies

Name: Benefit and Financial Strategies — BFS 401(k) Plan, Form 5500 (2024)
Creator: Benefit and Financial Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BFS 401(k) Plan

401(k) retirement plan · Benefit and Financial Strategies' BFS 401(k) Plan held $866K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

People on this filing

Veronica Mueller signed Benefit and Financial Strategies' 2024 Form 5500 as plan administrator.

Veronica Mueller — 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

Benefit and Financial Strategies' EIN is 86-0874933.

EIN 86-0874933

Plan number 001

Plan year 2024

ACK ID 20250625113201NAL0007757153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit and Financial Strategies' plan includes profit-sharing, 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 BENEFIT AND FINANCIAL STRATEGIES.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BENEFIT AND FINANCIAL STRATEGIES

EIN

all filings

Address

510 N HUMPHREYS ST. · FLAGSTAFF, AZ · 86001

Phone

(928) 774-0695

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator