How big is Fun and Function LLC's plan?

Fun and Function LLC's plan reported $523K in assets and 13 participants for 2023.

Original filing (PDF)20240501084913NAL0025801857001

Fun and Function LLC

Name: Fun and Function LLC — Fun and Function LLC, Form 5500 (2023)
Creator: Fun and Function LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fun and Function LLC Retirement Savings Plan

401(k) retirement plan · Fun and Function LLC's Fun and Function LLC Retirement Savings Plan held $523K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

Plan identifiers

Fun and Function LLC's EIN is 38-3728269.

EIN 38-3728269

Plan number 001

Plan year 2023

ACK ID 20240501084913NAL0025801857001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fun and Function LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fun and Function LLC'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 (97th percentile).

Plan sponsor

Name

FUN AND FUNCTION LLC

EIN

all filings

Address

737 MONTGOMERY AVE · NARBERTH, PA · 19072

Phone

(610) 668-6450

Industry

Retail Trade

Plan administrator