Original filing (PDF)20251015093831NAL0005825488001

FUNDING METRICS, LLC

Name: FUNDING METRICS, LLC — FUNDING METRICS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: FUNDING METRICS, LLC

Form 5500-SF

FILING_RECEIVED

FUNDING METRICS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUNDING METRICS, LLC.

Plan sponsor

Name

FUNDING METRICS, LLC

EIN

46-5443751

Address

3220 TILLMAN DRIVE SUITE 200 · BENSALEM, PA · 90201

Phone

(201) 547-1629

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

2025-10-15

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IGNITE SALES, INC.

IGNITE SALES, INC. 401(K) PLAN

$1.2M · 25 participants

LEAD MARVELS INC

LEAD MARVELS INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 17 participants

LENDSPARK CORPORATION

LENDSPARK CORPORATION 401(K) PLAN

$1.2M · 12 participants

MMP CAPITAL LLC

MMP CAPITAL INC RETIRMENT PLAN

$1.1M · 45 participants

HONOUR CAPITAL, LLC

HONOUR CAPITAL 401(K) PLAN

$1.1M · 9 participants