How big is FI3 Financial Advisors, LLC's plan?

FI3 Financial Advisors, LLC's plan reported $2.1M in assets and 16 participants for 2024.

Original filing (PDF)20251003140311NAL0001476721001

FI3 Financial Advisors, LLC

Name: FI3 Financial Advisors, LLC — FI3 Financial, Form 5500 (2024)
Creator: FI3 Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FI3 Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · FI3 Financial Advisors, LLC's FI3 Financial Advisors, LLC 401(k) Plan held $2.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Samuel MUSE signed FI3 Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Samuel MUSE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

FI3 Financial Advisors, LLC's EIN is 45-4786201.

EIN 45-4786201

Plan number 001

Plan year 2024

ACK ID 20251003140311NAL0001476721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FI3 Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FI3 Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FI3 FINANCIAL ADVISORS, 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