How big is Fibonacci Wealth Alliance's plan?

Fibonacci Wealth Alliance's plan reported $145K in assets and 2 participants for 2024.

Original filing (PDF)20250213113807NAL0044413698001

Fibonacci Wealth Alliance

Name: Fibonacci Wealth Alliance — Fibonacci Wealth, Form 5500 (2024)
Creator: Fibonacci Wealth Alliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fibonacci Wealth Alliance 401(k) Plan

401(k) retirement plan · Fibonacci Wealth Alliance's Fibonacci Wealth Alliance 401(k) Plan held $145K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

Fibonacci Wealth Alliance's EIN is 32-8746043.

EIN 32-8746043

Plan number 001

Plan year 2024

ACK ID 20250213113807NAL0044413698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fibonacci Wealth Alliance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fibonacci Wealth Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIBONACCI WEALTH ALLIANCE.

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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