How big is Fillmore Capital Partners, LLC's plan?

Fillmore Capital Partners, LLC's plan reported $9.8M in assets and 25 participants for 2024.

Original filing (PDF)20250923120653NAL0009149666001

Fillmore Capital Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Fillmore Capital Partners, LLC 401(k) Plan

401(k) retirement plan · Fillmore Capital Partners, LLC's Fillmore Capital Partners, LLC 401(k) Plan held $9.8M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

LACY Penley signed Fillmore Capital Partners, LLC's 2024 Form 5500 as plan administrator.

LACY Penley — 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

Fillmore Capital Partners, LLC's EIN is 20-0213828.

EIN 20-0213828

Plan number 001

Plan year 2024

ACK ID 20250923120653NAL0009149666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fillmore Capital Partners, 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 FILLMORE CAPITAL PARTNERS, 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