Original filing (PDF)20250712152635NAL0005332915001

FEDERICK ASSOCIATES, LLC

Name: FEDERICK ASSOCIATES, LLC — FEDERICK ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: FEDERICK ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

FEDERICK ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEDERICK ASSOCIATES, LLC.

Plan sponsor

Name

FEDERICK ASSOCIATES, LLC

EIN

45-0959047

Address

7460 WARREN PKWY STE 260 · FRISCO, TX · 75034

Phone

(469) 865-1061

Industry