How big is Financial Resources Management, Inc.'s plan?

Financial Resources Management, Inc.'s plan reported $1.3M in assets and 1 participants for 2025.

Original filing (PDF)20260318171738NAL0008040834001

Financial Resources Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Resources Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Financial Resources Management, Inc.'s Financial Resources Management, Inc. Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.2M

Plan identifiers

Financial Resources Management, Inc.'s EIN is 95-3560530.

EIN 95-3560530

Plan number 001

Plan year 2025

ACK ID 20260318171738NAL0008040834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Resources Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Resources Management, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

FINANCIAL RESOURCES MANAGEMENT, INC.

EIN

all filings

Address

2820 TIVOLI WAY · MISSOULA, MT · 598023382

Phone

(406) 542-1213

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator