Original filing (PDF)20251010090120NAL0007839457001

THE FEDELI GROUP, INC.

Name: THE FEDELI GROUP, INC. — THE FEDELI GROUP, LLC QUALIFIED REPLACEMENT PLAN AND TRUST, Form 5500 (2024)
Creator: THE FEDELI GROUP, INC.

Form 5500-SF

FILING_RECEIVED

THE FEDELI GROUP, LLC QUALIFIED REPLACEMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FEDELI GROUP, INC..

Plan sponsor

Name

THE FEDELI GROUP, INC.

EIN

34-1310398all filings

Address

5005 ROCKSIDE RD · #500 · INDEPENDENCE, OH · 44131

Phone

(216) 643-6998

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SEAN MORTON INSURANCE AGENCY INC

SEAN MORTON INSURANCE AGENCY INC 401(K) PLAN AND TRUST

$290K · 17 participants

WAVELENGTH INSURANCE CONSULTING, INC.

WAVELENGTH INSURANCE CONSULTING, INC. 401(K) PROFIT SHARING PLAN

$290K · 7 participants

LINWOOD FOREST INSURANCE GROUP LLC

LINWOOD FOREST INSURANCE GROUP 401(K) PLAN

$290K · 7 participants

ALLBRIGHT & DUNCAN INSURANCE AGENCY, INC.

ALLBRIGHT & DUNCAN INSURANCE AGENCY, INC. 401K PLAN

$290K · 6 participants

HORDIS FAMILY AGENCY LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.