How big is Fireside Financial, LLC's plan?

Fireside Financial, LLC's plan reported $4.3M in assets and 16 participants for 2024.

Original filing (PDF)20250724164219NAL0002702899001

Fireside Financial, LLC

Name: Fireside Financial, LLC — Consolidated Employee, Form 5500 (2024)
Creator: Fireside Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consolidated Employee Profit Sharing 401(k) Plan and Trust

401(k) retirement plan · Fireside Financial, LLC's Consolidated Employee Profit Sharing 401(k) Plan and Trust held $4.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Jamie Mehrtens signed Fireside Financial, LLC's 2024 Form 5500 as plan administrator.

Jamie Mehrtens — 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

Fireside Financial, LLC's EIN is 26-2962675.

EIN 26-2962675

Plan number 001

Plan year 2024

ACK ID 20250724164219NAL0002702899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fireside Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fireside Financial, 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 FIRESIDE FINANCIAL, 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