Original filing (PDF)20250910104920NAL0035380368001

FLUENT FINANCIAL LLC

Name: FLUENT FINANCIAL LLC — FLUENT FINANCIAL LLC CASH BALANCE OFFSET PLAN, Form 5500 (2024)
Creator: FLUENT FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

FLUENT FINANCIAL LLC CASH BALANCE OFFSET PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLUENT FINANCIAL LLC.

Plan sponsor

Name

FLUENT FINANCIAL LLC

EIN

26-2879121all filings

Address

14800 LANDMARK BOULEVARD, STE. 848 · DALLAS, TX · 79254

Phone

(972) 852-4800

Industry

Finance & Insurancesee all

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

2025-09-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

Related plans

Similar-size Finance & Insurance plans

SOUND FINANCIAL SOLUTIONS, INC.

SOUND FINANCIAL SOLUTIONS 401K RETIREMENT PLAN

$451K · 2 participants

MAR LLC

MAR INVESTMENTS LP RETIREMENT PLAN

$451K · 7 participants

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC 401(K) PLAN

$451K · 18 participants

O'CONNOR WEALTH MANAGEMENT, INC.

O'CONNOR WEALTH MANAGEMENT, INC. 401(K) PLAN

$451K · 4 participants

CENTRAL KENTUCKY WEALTH LLC

CENTRAL KENTUCKY WEALTH 401(K) RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.