FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
6
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
94
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY OFFICE INVESTMENT SERVICES, LLC.
Plan sponsor
Name
FAMILY OFFICE INVESTMENT SERVICES, LLC
EIN
45-4167687
Address
300 SOUTH GRAND AVENUE · SUITE 1800 · LOS ANGELES, CA · 90071
