How big is Fundsmith Partners US LLC's plan?

Fundsmith Partners US LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250709072128NAL0003156739001

Fundsmith Partners US LLC

Name: Fundsmith Partners US LLC — Form 5500 (2024)
Creator: Fundsmith Partners US LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Fundsmith Partners US LLC held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laura Hobart signed Fundsmith Partners US LLC's 2024 Form 5500 as plan administrator.

Laura Hobart — 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

Fundsmith Partners US LLC's EIN is 27-2939907.

EIN 27-2939907

Plan number 001

Plan year 2024

ACK ID 20250709072128NAL0003156739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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.

Plan sponsor

Name

FUNDSMITH PARTNERS US LLC

EIN

all filings

Address

46 SOUTHFIELD AVE · SUITE 205 · STAMFORD, CT · 06902

Phone

(201) 594-1863

Industry

Finance & Insurance

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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