How big is Financial Alternatives, Inc.'s plan?

Financial Alternatives, Inc.'s plan reported $810K in assets and 9 participants for 2024.

Original filing (PDF)20251014135818NAL0002956065001

Financial Alternatives, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Alternatives, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Financial Alternatives, Inc.'s Financial Alternatives, Inc. Profit Sharing 401(k) Plan held $810K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

Plan identifiers

Financial Alternatives, Inc.'s EIN is 91-2099892.

EIN 91-2099892

Plan number 002

Plan year 2024

ACK ID 20251014135818NAL0002956065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Alternatives, Inc.'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 FINANCIAL ALTERNATIVES, INC..

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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