How big is Fidus Partners, LLC's plan?

Fidus Partners, LLC's plan reported $8.2M in assets and 20 participants for 2023.

Original filing (PDF)20240607121334NAL0037602704001

Fidus Partners, LLC

Name: Fidus Partners, LLC — Fidus Partners, LLC 401(k), Form 5500 (2023)
Creator: Fidus Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fidus Partners, LLC 401(k) Plan

401(k) retirement plan · Fidus Partners, LLC's Fidus Partners, LLC 401(k) Plan held $8.2M in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Krista Thomas signed Fidus Partners, LLC's 2023 Form 5500 as plan administrator.

Krista Thomas — 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

Fidus Partners, LLC's EIN is 20-1742906.

EIN 20-1742906

Plan number 001

Plan year 2023

ACK ID 20240607121334NAL0037602704001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fidus Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fidus Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

FIDUS PARTNERS, LLC

EIN

all filings

Address

4201 CONGRESS STREET · SUITE 250 · CHARLOTTE, NC · 28209

Phone

(704) 334-3992

Industry

Finance & Insurance

Plan administrator