Original filing (PDF)20250102060949NAL0001741665001

FELLMAN & ASSOCIATES A PROFESSIONAL CORPORATION

Name: FELLMAN & ASSOCIATES A PROFESSIONAL CORPORATION — FELLMAN & ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: FELLMAN & ASSOCIATES A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

FELLMAN & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FELLMAN & ASSOCIATES A PROFESSIONAL CORPORATION.

Plan sponsor

Name

FELLMAN & ASSOCIATES A PROFESSIONAL CORPORATION

EIN

41-2055163