Original filing (PDF)20250724082343NAL0005051153001

FIDELCO MANAGEMENT SERVICES LLC

Name: FIDELCO MANAGEMENT SERVICES LLC — FIDELCO MANAGEMENT SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: FIDELCO MANAGEMENT SERVICES LLC

Form 5500-SF

FILING_RECEIVED

FIDELCO MANAGEMENT SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDELCO MANAGEMENT SERVICES LLC.

Plan sponsor

Name

FIDELCO MANAGEMENT SERVICES LLC

EIN

22-8161768

Address

225 MILLBURN AVENUE - SUITE 202 · MILLBURN, NJ · 070411712

Phone

(973) 467-4300

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE TELOS GROUP LLC

THE TELOS GROUP LLC 401(K) PROFIT SHARING PLAN

$6.0M · 13 participants

ONEIDA REALTY COMPANY

ONEIDA REALTY COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

$6.0M · 56 participants

THE VANCE CORPORATION

THE VANCE CORPORATION EMPLOYEES 401(K) PLAN

$6.0M · 6 participants

PACIFIC BUILDING CORPORATION

PACIFIC BUILDING CORPORATION EMPLOYEES 401(K) PLAN

$6.0M · 55 participants

RIVER OAKS PROPERTIES, LTD.

RIVER OAKS PROPERTIES 401(K) SAVINGS PLAN