Original filing (PDF)20240506113349NAL0057077762001

FURTHER LLC

Name: FURTHER LLC — FURTHER LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: FURTHER LLC

Form 5500-SF

FILING_RECEIVED

FURTHER LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

190

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FURTHER LLC.

Plan sponsor

Name

FURTHER LLC

EIN

04-3671670

Address

1777 SENTRY PKWY WEST SUITE 201 · BLUE BELL, PA · 19422

Phone

(215) 764-6448

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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