How big is The FMA Group's plan?

The FMA Group's plan reported $17.3M in assets and 4 participants for 2024.

Original filing (PDF)20251014113827NAL0001292035001

The FMA Group

Name: The FMA Group — FMA Retirement Plan, Form 5500 (2024)
Creator: The FMA Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FMA Retirement Plan

401(k) retirement plan · The FMA Group's FMA Retirement Plan held $17.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Richard Norby signed The FMA Group's 2024 Form 5500 as plan administrator.

Richard Norby — 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

The FMA Group's EIN is 23-2796061.

EIN 23-2796061

Plan number 002

Plan year 2024

ACK ID 20251014113827NAL0001292035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The FMA Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The FMA Group's plan includes a 401(k) feature.

Decision-maker contacts

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

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

THE FMA GROUP

EIN

all filings

Address

394 S WARNER RD · WAYNE, PA · 190872116

Phone

(610) 964-8955

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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

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