FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN
Form 5500-SF
FILING_RECEIVED
FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$999K
Net assets (EOY)
$999K
Plan health score
95
/ 100
Grade A
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
84
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN.
Plan sponsor
Name
FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN
EIN
94-2534797
Address
750 BAY ST APT 3 · SAN FRANCISCO, CA · 941091306
Phone
(415) 516-5796
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2024-12-02
Pension benefit codes
2C · Money purchase (other than target benefit)
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
