How big is Financial Security Group's plan?

Financial Security Group's plan reported $631K in assets and 8 participants for 2024.

Original filing (PDF)20250602081751NAL0017172384001

Financial Security Group

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

Form 5500-SF

FILING_RECEIVED

Financial Security Group of AZ, Inc. 401(k) PSP

401(k) retirement plan · Financial Security Group's Financial Security Group of AZ, Inc. 401(k) PSP held $631K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

Joann Regan signed Financial Security Group's 2024 Form 5500 as plan administrator.

Joann Regan — 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 Security Group's EIN is 86-0986321.

EIN 86-0986321

Plan number 001

Plan year 2024

ACK ID 20250602081751NAL0017172384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Security Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 SECURITY GROUP.

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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