Original filing (PDF)20250816081626NAL0010932499001

Personal Financial Assistant, LLC

Name: Personal Financial Assistant, LLC — Personal Financi, Form 5500 (2024)
Creator: Personal Financial Assistant, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Financial Assistant, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Personal Financial Assistant, LLC's Personal Financial Assistant, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Barbara Kovacic signed Personal Financial Assistant, LLC's 2024 Form 5500 as plan administrator.

Barbara Kovacic — 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

Personal Financial Assistant, LLC's EIN is 95-4789419.

EIN 95-4789419

Plan number 001

Plan year 2024

ACK ID 20250816081626NAL0010932499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Personal Financial Assistant, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Financial Assistant, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score