How big is Fidato Wealth LLC's plan?

Fidato Wealth LLC's plan reported $904K in assets and 11 participants for 2024.

Original filing (PDF)20250520113540NAL0001071969001

Fidato Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Fidato Wealth LLC LLC 401(k) Plan

401(k) retirement plan · Fidato Wealth LLC's Fidato Wealth LLC LLC 401(k) Plan held $904K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

Anthony Damico signed Fidato Wealth LLC's 2024 Form 5500 as plan administrator.

Anthony Damico — 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

Fidato Wealth LLC's EIN is 26-3899181.

EIN 26-3899181

Plan number 001

Plan year 2024

ACK ID 20250520113540NAL0001071969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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