Original filing (PDF)20251001195015NAL0016573024001

F.D. ASSOCIATES OF WARREN, LLC

Name: F.D. ASSOCIATES OF WARREN, LLC — F.D. ASSOCIATES OF WARREN, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: F.D. ASSOCIATES OF WARREN, LLC

Form 5500-SF

FILING_RECEIVED

F.D. ASSOCIATES OF WARREN, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for F.D. ASSOCIATES OF WARREN, LLC.

Plan sponsor

Name

F.D. ASSOCIATES OF WARREN, LLC

EIN

34-2028313

Address

163 WASHINGTON VALLEY ROAD · SUITE 106 · WARREN, NJ · 07059

Phone

(732) 560-5988

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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