How big is Austin Financial Services, Inc.'s plan?

Austin Financial Services, Inc.'s plan reported $3.7M in assets and 20 participants for 2024.

Original filing (PDF)20251014162806NAL0001649203001

Austin Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Austin Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Austin Financial Services, Inc.'s Austin Financial Services, Inc. 401(k) Profit Sharing Plan held $3.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Demetrio Pascual signed Austin Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Demetrio Pascual — 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

Austin Financial Services, Inc.'s EIN is 95-3644191.

EIN 95-3644191

Plan number 001

Plan year 2024

ACK ID 20251014162806NAL0001649203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Austin Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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