How big is Formidable Asset Management's plan?

Formidable Asset Management's plan reported $1.3M in assets and 20 participants for 2024.

Original filing (PDF)20250715082529NAL0002918496001

Formidable Asset Management

Name: Formidable Asset Management — Formidable Asset, Form 5500 (2024)
Creator: Formidable Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formidable Asset Management 401(k) and Profit Sharing Plan

401(k) retirement plan · Formidable Asset Management's Formidable Asset Management 401(k) and Profit Sharing Plan held $1.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Formidable Asset Management's EIN is 46-2376509.

EIN 46-2376509

Plan number 001

Plan year 2024

ACK ID 20250715082529NAL0002918496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Formidable Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORMIDABLE ASSET MANAGEMENT.

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Plan health score

Above-average plan

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

Knocking points off