Original filing (PDF)20251112110057NAL0000057090001

FENIMORE ASSET MANAGEMENT, INC.

Name: FENIMORE ASSET MANAGEMENT, INC. — FENIMORE ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FENIMORE ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

FENIMORE ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36.2M

Net assets (EOY)

$36.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FENIMORE ASSET MANAGEMENT, INC..

Plan sponsor

Name

FENIMORE ASSET MANAGEMENT, INC.

EIN

14-1564237

Address

384 NORTH GRAND ST. · COBLESKILL, NY · 12043

Phone

(518) 234-4393

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-12

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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