How big is Fiscal Partners, LLC's plan?

Fiscal Partners, LLC's plan reported $991K in assets and 14 participants for 2025.

Original filing (PDF)20260422221023NAL0004046913086

Fiscal Partners, LLC

Name: Fiscal Partners, LLC — Fiscal Partners, LLC 401(k), Form 5500 (2025)
Creator: Fiscal Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fiscal Partners, LLC 401(k) Plan

401(k) retirement plan · Fiscal Partners, LLC's Fiscal Partners, LLC 401(k) Plan held $991K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

Plan identifiers

Fiscal Partners, LLC's EIN is 47-3959936.

EIN 47-3959936

Plan number 001

Plan year 2025

ACK ID 20260422221023NAL0004046913086

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fiscal Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fiscal Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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