Original filing (PDF)20250424220439NAL0008174161010

ANN FRIGON FINANCIAL, LLC

Name: ANN FRIGON FINANCIAL, LLC — ANN FRIGON FINANCIAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ANN FRIGON FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

ANN FRIGON FINANCIAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANN FRIGON FINANCIAL, LLC.

Plan sponsor

Name

ANN FRIGON FINANCIAL, LLC

EIN

92-2218883

Address

1206 W FRONTVIEW ST. · STE. 210 · DODGE CITY, KS · 678012095

Phone

(620) 225-2999

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SUGAR CREEK GROUP

SUGAR CREEK GROUP 401(K) PLAN

$18K · 3 participants

III KINGS INC

$18K · 4 participants

SMJ HOMES INC

$18K · 2 participants

SALING WEALTH ADVISORS

SALING WEALTH ADVISORS CBS BENEFIT PLAN

$18K · 7 participants

TRUE WEALTH ADVISORY GROUP LLC

TRUE WEALTH ADVISORY GROUP 401K

$18K · 3 participants