How big is FYN Direct LLC's plan?

FYN Direct LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250701075301NAL0030208594001

FYN Direct LLC

Name: FYN Direct LLC — FYN Direct 401(k) Plan, Form 5500 (2024)
Creator: FYN Direct LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FYN Direct 401(k) Plan

401(k) retirement plan · FYN Direct LLC's FYN Direct 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeremy Snapp signed FYN Direct LLC's 2024 Form 5500 as plan administrator.

Jeremy Snapp — 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

FYN Direct LLC's EIN is 26-3281627.

EIN 26-3281627

Plan number 001

Plan year 2024

ACK ID 20250701075301NAL0030208594001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FYN Direct LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

FYN DIRECT LLC

EIN

all filings

Address

2161 SW RACQUET CLUB DR · PALM CITY, FL · 349902303

Phone

(954) 383-6663

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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