Original filing (PDF)20250710133123NAL0015208562001

FELLOWSHIP FINANCIAL, LLC

Name: FELLOWSHIP FINANCIAL, LLC — FELLOWSHIP FINANCIAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: FELLOWSHIP FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

FELLOWSHIP FINANCIAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FELLOWSHIP FINANCIAL, LLC.

Plan sponsor

Name

FELLOWSHIP FINANCIAL, LLC

EIN

26-2177777

Address

630 N WYMORE ROAD, SUITE 304 · MAITLAND, FL · 32751

Phone

(407) 949-5888

Industry

Finance & Insurancesee 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

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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