How big is Finances for Real Life's plan?

Finances for Real Life's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20251003064405NAL0000654067001

Finances for Real Life

Name: Finances for Real Life — Finances for Real Life, Form 5500 (2024)
Creator: Finances for Real Life
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finances for Real Life 401(k) Profit Sharing Plan

401(k) retirement plan · Finances for Real Life's Finances for Real Life 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Finances for Real Life's EIN is 90-2100574.

EIN 90-2100574

Plan number 001

Plan year 2024

ACK ID 20251003064405NAL0000654067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finances for Real Life from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finances for Real Life's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCES FOR REAL LIFE.

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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