Original filing (PDF)20250925142145NAL0009281872001

FIDUCIARY ADVISORS, INC.

Name: FIDUCIARY ADVISORS, INC. — FIDUCIARY ADVISORS, INC. 401K PLAN, Form 5500 (2024)
Creator: FIDUCIARY ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

FIDUCIARY ADVISORS, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 FIDUCIARY ADVISORS, INC..

Plan sponsor

Name

FIDUCIARY ADVISORS, INC.

EIN

43-1891647

Address

12813 FLUSHING MEADOWS DR SUITE 280 · SAINT LOUIS, MO · 631311835

Phone

(314) 726-5150

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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