Original filing (PDF)20250910135312NAL0021226545001

REBEKAH J. FERO, CFP, LLC

Name: REBEKAH J. FERO, CFP, LLC — FERO FINANCIAL SERVICES 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: REBEKAH J. FERO, CFP, LLC

Form 5500-SF

FILING_RECEIVED

FERO FINANCIAL SERVICES 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REBEKAH J. FERO, CFP, LLC.

Plan sponsor

Name

REBEKAH J. FERO, CFP, LLC

EIN

27-0964577

Address

17843 MURDOCK CIRCLE, UNIT 7B · PORT CHARLOTTE, FL · 33948

Phone

(941) 625-5811

Industry

Finance & Insurancesee all

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

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SUN GROUP WEALTH PARTNERS

SUN GROUP WEALTH PARTNERS RETIREMENT PLAN

$1.5M · 5 participants

STRATEGY CAP LLC

STRATEGY CAP LLC 401(K) PLAN

$1.5M · 3 participants

COLUMBIA BENEFITS, LLC

COLUMBIA BENEFITS, LLC CASH BALANCE PENSION PLAN

$1.5M · 3 participants

NORTHSTAR ASSET MANAGEMENT, LLC

NORTHSTAR ASSET MANAGEMENT, LLC 401(K) PLAN

$1.5M · 7 participants

ELLIOTT COVE CAPITAL MANAGEMENT LLC

ELLIOTT COVE CAPITAL MANAGEMENT LLC 401(K) PLAN