How big is Financial Council, LLC's plan?

Financial Council, LLC's plan reported $2.6M in assets and 12 participants for 2024.

Original filing (PDF)20250623115837NAL0015366962001

Financial Council, LLC

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

Form 5500-SF

FILING_RECEIVED

Financial Council, LLC 401(k) Plan

401(k) retirement plan · Financial Council, LLC's Financial Council, LLC 401(k) Plan held $2.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jeanne Maffei signed Financial Council, LLC's 2024 Form 5500 as plan administrator.

Jeanne Maffei — 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

Financial Council, LLC's EIN is 99-3766539.

EIN 99-3766539

Plan number 001

Plan year 2024

ACK ID 20250623115837NAL0015366962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Council, LLC'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 FINANCIAL COUNCIL, LLC.

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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