How big is Formation Development Group, LLC's plan?

Formation Development Group, LLC's plan reported $3.9M in assets and 6 participants for 2024.

Original filing (PDF)20250414064218NAL0001534097001

Formation Development Group, LLC

Name: Formation Development Group, LLC — Formation, Form 5500 (2024)
Creator: Formation Development Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formation Development Group, LLC 401(k) Plan

401(k) retirement plan · Formation Development Group, LLC's Formation Development Group, LLC 401(k) Plan held $3.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Formation Development Group, LLC's EIN is 20-8268950.

EIN 20-8268950

Plan number 001

Plan year 2024

ACK ID 20250414064218NAL0001534097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Formation Development Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Formation Development Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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