How big is FIAT Wealth Management's plan?

FIAT Wealth Management's plan reported $572K in assets and 16 participants for 2024.

Original filing (PDF)20251009155549NAL0011310768001

FIAT Wealth Management

Name: FIAT Wealth Management — FIAT Wealth Management, Form 5500 (2024)
Creator: FIAT Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FIAT Wealth Management 401(k) Plan

401(k) retirement plan · FIAT Wealth Management's FIAT Wealth Management 401(k) Plan held $572K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

People on this filing

Richard Tatum signed FIAT Wealth Management's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

FIAT Wealth Management's EIN is 27-0416006.

EIN 27-0416006

Plan number 001

Plan year 2024

ACK ID 20251009155549NAL0011310768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FIAT Wealth Management'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 FIAT WEALTH MANAGEMENT.

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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