How big is Family Office Services, Inc.'s plan?

Family Office Services, Inc.'s plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250924071710NAL0002889699001

Family Office Services, Inc.

Name: Family Office Services, Inc. — Family Office, Form 5500 (2024)
Creator: Family Office Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Family Office Services 401(k) Plan

401(k) retirement plan · Family Office Services, Inc.'s Family Office Services 401(k) Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Family Office Services, Inc.'s EIN is 20-4505270.

EIN 20-4505270

Plan number 001

Plan year 2024

ACK ID 20250924071710NAL0002889699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Family Office Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Family Office Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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