How big is Formation Capital's plan?

Formation Capital's plan reported $1.9M in assets and 4 participants for 2023.

Original filing (PDF)20240724123226NAL0027361202001

Formation Capital

Name: Formation Capital — FC 401(k) Plan, Form 5500 (2023)
Creator: Formation Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FC 401(k) Plan

401(k) retirement plan · Formation Capital's FC 401(k) Plan held $1.9M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Formation Capital's EIN is 23-2986268.

EIN 23-2986268

Plan number 001

Plan year 2023

ACK ID 20240724123226NAL0027361202001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Formation Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Formation Capital'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 FORMATION CAPITAL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

FORMATION CAPITAL

EIN

all filings

Address

3550 LENOX ROAD NE · FL 21 #6345 · ATLANTA, GA · 30326

Phone

(770) 754-5099

Industry

Finance & Insurance

Plan administrator