How big is Providence Financial Advisors' plan?

Providence Financial Advisors' plan reported $399K in assets and 5 participants for 2025.

Original filing (PDF)20260512122003NAL0013482162001

Providence Financial Advisors

Name: Providence Financial Advisors — Providence Financial, Form 5500 (2025)
Creator: Providence Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Providence Financial Advisors 401(k) Plan

401(k) retirement plan · Providence Financial Advisors' Providence Financial Advisors 401(k) Plan held $399K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

BRAD Nelson signed Providence Financial Advisors' 2025 Form 5500 as plan administrator.

BRAD Nelson — 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

Providence Financial Advisors' EIN is 93-1519260.

EIN 93-1519260

Plan number 001

Plan year 2025

ACK ID 20260512122003NAL0013482162001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Providence Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Providence Financial Advisors' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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