Original filing (PDF)20250624095821NAL0016457042002

FINANCIAL VOYAGES LLC

Name: FINANCIAL VOYAGES LLC — FINANCIAL VOYAGES LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: FINANCIAL VOYAGES LLC

Form 5500-SF

FILING_RECEIVED

FINANCIAL VOYAGES LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 FINANCIAL VOYAGES LLC.

Plan sponsor

Name

FINANCIAL VOYAGES LLC

EIN

23-3046443

Address

425 MAIN STREET · HARLEYSVILLE, PA · 19438

Phone

(215) 256-7845

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ENVIRONMENTAL SCIENCE INTERNATIONAL, INC.

ENVIRONMENTAL SCIENCE INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

$4.1M · 18 participants

SCRIBEAMERICA, LLC

SCRIBEAMERICA, LLC 401(K) PLAN

$4.1M · 2,222 participants

THE SOUFAN GROUP LLC

THE SOUFAN GROUP LLC VIP PLAN

$4.1M · 7 participants

COOP DE AC DR. MANUEL ZENO GANDIA

COOP DE AC DR MANUEL ZENO GANDIA RET PLAN

$4.1M · 82 participants

BOWMAN ANIMAL HOSPITAL & CAT CLINIC

BOWMAN ANIMAL HOSPITAL & CAT CLINIC, INC. 401(K) PLAN AND TRUST