How big is Financial Modeling Specialists, Inc. .'s plan?

Financial Modeling Specialists, Inc. .'s plan reported $3.7M in assets and 3 participants for 2024.

Original filing (PDF)20260109133812NAL0013927938001

Financial Modeling Specialists, Inc. .

Name: Financial Modeling Specialists, Inc. . — Form 5500 Plan 001 (2024)
Creator: Financial Modeling Specialists, Inc. .
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FMS 401(k) Plan

401(k) retirement plan · Financial Modeling Specialists, Inc. .'s FMS 401(k) Plan held $3.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Financial Modeling Specialists, Inc. .'s EIN is 54-1386192.

EIN 54-1386192

Plan number 001

Plan year 2024

ACK ID 20260109133812NAL0013927938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Modeling Specialists, Inc. . from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Modeling Specialists, Inc. .'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

FINANCIAL MODELING SPECIALISTS, INC .

EIN

all filings

Address

8150 LEESBURG PIKE · SUITE 1150 · VIENNA, VA · 22182

Phone

(703) 356-4700

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator