How big is Financial Asset Management, LLC's plan?

Financial Asset Management, LLC's plan reported $502K in assets and 4 participants for 2023.

Original filing (PDF)20241014131556NAL0014984131001

Financial Asset Management, LLC

Name: Financial Asset Management, LLC — Financial Asset, Form 5500 (2023)
Creator: Financial Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Financial Asset Management, LLC's Financial Asset Management, LLC 401(k) Profit Sharing Plan held $502K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

People on this filing

George Chang signed Financial Asset Management, LLC's 2023 Form 5500 as plan administrator.

George Chang — 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

Financial Asset Management, LLC's EIN is 27-1609426.

EIN 27-1609426

Plan number 001

Plan year 2023

ACK ID 20241014131556NAL0014984131001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Financial Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Financial Asset Management, 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 FINANCIAL ASSET MANAGEMENT, 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