How big is FI Services Holdings, LLC's plan?

FI Services Holdings, LLC's plan reported $5.2M in assets and 12 participants for 2024.

Original filing (PDF)20250818130200NAL0001218449001

FI Services Holdings, LLC

Name: FI Services Holdings, LLC — FI Services Holdings, Form 5500 (2024)
Creator: FI Services Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FI Services Holdings, LLC 401(k) Plan

401(k) retirement plan · FI Services Holdings, LLC's FI Services Holdings, LLC 401(k) Plan held $5.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Andrea Felice signed FI Services Holdings, LLC's 2024 Form 5500 as plan administrator.

Andrea Felice — 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

FI Services Holdings, LLC's EIN is 20-4135819.

EIN 20-4135819

Plan number 001

Plan year 2024

ACK ID 20250818130200NAL0001218449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FI Services Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FI Services Holdings, 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 FI SERVICES HOLDINGS, 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