Original filing (PDF)20260616145234NAL0001220305001

Federick Associates, LLC

Name: Federick Associates, LLC — Federick Associates, Form 5500 (2025)
Creator: Federick Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Federick Associates 401(k) Plan

401(k) retirement plan · Federick Associates, LLC's Federick Associates 401(k) Plan held $1.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 (90th 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

45-0959047all filings

Address

7460 WARREN PKWY STE 260 · FRISCO, TX · 75034

Phone

(469) 865-1061

Industry