How big is Fidelis IM LLC's plan?

Fidelis IM LLC's plan reported $813K in assets and 3 participants for 2024.

Original filing (PDF)20250416170451NAL0008905088001

Fidelis IM LLC

Name: Fidelis IM LLC — Fidelis IM LLC 401(k) Plan, Form 5500 (2024)
Creator: Fidelis IM LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fidelis IM LLC 401(k) Plan

401(k) retirement plan · Fidelis IM LLC's Fidelis IM LLC 401(k) Plan held $813K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

Plan identifiers

Fidelis IM LLC's EIN is 45-4678548.

EIN 45-4678548

Plan number 001

Plan year 2024

ACK ID 20250416170451NAL0008905088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fidelis IM LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fidelis IM LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

FIDELIS IM LLC

EIN

all filings

Address

2950 E. BARNETT RD. · MEDFORD, OR · 97504

Phone

(541) 770-1311

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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