How big is Fetter Funds Inc.'s plan?

Fetter Funds Inc.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250730093359NAL0003841393001

Fetter Funds Inc.

Name: Fetter Funds Inc. — Fetter Funds Inc. 401(k) Plan, Form 5500 (2024)
Creator: Fetter Funds Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fetter Funds Inc. 401(k) Plan

401(k) retirement plan · Fetter Funds Inc.'s Fetter Funds Inc. 401(k) Plan held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Anthony Wimsatt signed Fetter Funds Inc.'s 2024 Form 5500 as plan administrator.

Anthony Wimsatt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fetter Funds Inc.'s EIN is 35-2128813.

EIN 35-2128813

Plan number 001

Plan year 2024

ACK ID 20250730093359NAL0003841393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fetter Funds Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fetter Funds Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FETTER FUNDS INC.

EIN

all filings

Address

755 GRAND BOULEVARD SUITE B105-351 · MIRAMAR BEACH, FL · 32550

Phone

(502) 262-1022

Industry

Wholesale Trade

Plan administrator