Original filing (PDF)20250807162009NAL0005253104001

FU ASSOCIATES, LTD.

Name: FU ASSOCIATES, LTD. — FU ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FU ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

FU ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30.2M

Net assets (EOY)

$30.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FU ASSOCIATES, LTD..

Plan sponsor

Name

FU ASSOCIATES, LTD.

EIN

52-1230861

Address

4501 FAIRFAX DR STE 700 · ARLINGTON, VA · 22203

Phone

(703) 243-2992

Industry

Professional & Technical Servicessee 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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Service providers (Schedule C)

Small plans don't disclose service providers

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