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Original filing (PDF)20250715082529NAL0002918496001
FORMIDABLE ASSET MANAGEMENT
Form 5500-SF
FILING_RECEIVED
FORMIDABLE ASSET MANAGEMENT 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
18
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORMIDABLE ASSET MANAGEMENT.
Plan sponsor
Name
FORMIDABLE ASSET MANAGEMENT
EIN
46-2376509
Address
221 EAST FOURTH STREET · SUITE 2700 · CINCINNATI, OH · 45202
Phone
(513) 655-5566
Industry
Finance & Insurancesee all
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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