Original filing (PDF)20250730103627NAL0009953266001

FILLMORE WEST INVESTMENT TRUST

Name: FILLMORE WEST INVESTMENT TRUST — BLUE WING OLIVE 401(K) PLAN, Form 5500 (2024)
Creator: FILLMORE WEST INVESTMENT TRUST

Form 5500-SF

FILING_RECEIVED

BLUE WING OLIVE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

107

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FILLMORE WEST INVESTMENT TRUST.

Plan sponsor

Name

FILLMORE WEST INVESTMENT TRUST

EIN

32-6234101

Address

221 N. HOGAN ST. / SUITE 403 · JACKSONVILLE, FL · 32202

Phone

(904) 807-8204

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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