How big is 712 Financial LLC's plan?

712 Financial LLC's plan reported $393K in assets and 3 participants for 2024.

Original filing (PDF)20250408150434NAL0018235153001

712 Financial LLC

Name: 712 Financial LLC — 712 Financial 401(k) Plan, Form 5500 (2024)
Creator: 712 Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

712 Financial 401(k) Plan

401(k) retirement plan · 712 Financial LLC's 712 Financial 401(k) Plan held $393K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Wendi Newton signed 712 Financial LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

712 Financial LLC's EIN is 86-1238927.

EIN 86-1238927

Plan number 001

Plan year 2024

ACK ID 20250408150434NAL0018235153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 712 Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

712 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 712 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