How big is Firmament Advisors SBIC III, LLC's plan?

Firmament Advisors SBIC III, LLC's plan reported $1.2M in assets and 29 participants for 2023.

Original filing (PDF)20240507081301NAL0042273600001

Firmament Advisors SBIC III, LLC

Name: Firmament Advisors SBIC III, LLC — Firmament 401(k), Form 5500 (2023)
Creator: Firmament Advisors SBIC III, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firmament 401(k) Plan

401(k) retirement plan · Firmament Advisors SBIC III, LLC's Firmament 401(k) Plan held $1.2M in plan assets for 29 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Firmament Advisors SBIC III, LLC's EIN is 46-3283241.

EIN 46-3283241

Plan number 001

Plan year 2023

ACK ID 20240507081301NAL0042273600001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Firmament Advisors SBIC III, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Firmament Advisors SBIC III, 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 FIRMAMENT ADVISORS SBIC III, LLC.

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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