How big is Fiduciary Experts LLC's plan?

Fiduciary Experts LLC's plan reported $293K in assets and 6 participants for 2025.

Original filing (PDF)20260520150503NAL0001673217048

Fiduciary Experts LLC

Name: Fiduciary Experts LLC — Fiduciary Experts 401(k), Form 5500 (2025)
Creator: Fiduciary Experts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fiduciary Experts 401(k) Plan

401(k) retirement plan · Fiduciary Experts LLC's Fiduciary Experts 401(k) Plan held $293K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

People on this filing

Elantha Barry signed Fiduciary Experts LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Fiduciary Experts LLC's EIN is 26-1851437.

EIN 26-1851437

Plan number 001

Plan year 2025

ACK ID 20260520150503NAL0001673217048

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fiduciary Experts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fiduciary Experts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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