Original filing (PDF)20230629130858NAL0014400146001

FIORI FINANCIAL GROUP

Name: FIORI FINANCIAL GROUP — FIORI FINANCIAL GROUP 401(K) PLAN, Form 5500 (2022)
Creator: FIORI FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

FIORI FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FIORI FINANCIAL GROUP

EIN

20-4281867all filings

Address

100 SE 3RD STREET · SUITE 1514 · FT LAUDERDALE, FL · 33394

Phone

(954) 763-2600

Industry