How big is Financial Technologies Forum LLC's plan?

Financial Technologies Forum LLC's plan reported $265K in assets and 4 participants for 2024.

Original filing (PDF)20251015081650NAL0008627618001

Financial Technologies Forum LLC

Name: Financial Technologies Forum LLC — Financial, Form 5500 (2024)
Creator: Financial Technologies Forum LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Technologies Forum LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Financial Technologies Forum LLC's Financial Technologies Forum LLC 401(k) & Profit Sharing Plan held $265K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

People on this filing

Maureen LOWE signed Financial Technologies Forum LLC's 2024 Form 5500 as plan administrator.

Maureen LOWE — 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

Financial Technologies Forum LLC's EIN is 20-4966474.

EIN 20-4966474

Plan number 001

Plan year 2024

ACK ID 20251015081650NAL0008627618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Technologies Forum LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off