How big is Fiduciary Technology Partners' plan?

Fiduciary Technology Partners' plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20251014111424NAL0001289747001

Fiduciary Technology Partners

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

Form 5500-SF

FILING_RECEIVED

Fiduciary Technology Partners Retirement Trust

401(k) retirement plan · Fiduciary Technology Partners' Fiduciary Technology Partners Retirement Trust held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Sam Whittle signed Fiduciary Technology Partners' 2024 Form 5500 as plan administrator.

Sam Whittle — 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

Fiduciary Technology Partners' EIN is 20-2604677.

EIN 20-2604677

Plan number 001

Plan year 2024

ACK ID 20251014111424NAL0001289747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Technology Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Technology Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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