How big is Fillmore West Investment Trust's plan?

Fillmore West Investment Trust's plan reported $4.7M in assets and 164 participants for 2024.

Original filing (PDF)20250730103627NAL0009953266001

Fillmore West Investment Trust

Name: Fillmore West Investment Trust — Blue WING Olive, Form 5500 (2024)
Creator: Fillmore West Investment Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue WING Olive 401(k) Plan

401(k) retirement plan · Fillmore West Investment Trust's Blue WING Olive 401(k) Plan held $4.7M in plan assets for 164 participants in 2024.

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

107

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Fillmore West Investment Trust's EIN is 32-6234101.

EIN 32-6234101

Plan number 001

Plan year 2024

ACK ID 20250730103627NAL0009953266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fillmore West Investment Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fillmore West Investment Trust'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 FILLMORE WEST INVESTMENT TRUST.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score