Original filing (PDF)20240226095504NAL0006380819001

FINANCIAL REGISTERS INC.

Name: FINANCIAL REGISTERS INC. — FINANCIAL REGISTERS INC 401(K), Form 5500 (2023)
Creator: FINANCIAL REGISTERS INC.

Form 5500-SF

FILING_RECEIVED

FINANCIAL REGISTERS INC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL REGISTERS INC..

Plan sponsor

Name

FINANCIAL REGISTERS INC.

EIN

87-0300107

Address

4601 S 32ND ST · PHOENIX, AZ · 85040

Phone

(602) 268-1379

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-05-31

Filed

2024-02-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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