How big is FSI, Inc.'s plan?

FSI, Inc.'s plan reported $2.8M in assets and 82 participants for 2024.

Original filing (PDF)20251006115230NAL0008793730001

FSI, Inc.

Name: FSI, Inc. — FSI, Inc. 401(k) Plan, Form 5500 (2024)
Creator: FSI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FSI, Inc. 401(k) Plan

401(k) retirement plan · FSI, Inc.'s FSI, Inc. 401(k) Plan held $2.8M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

DICK Lodge signed FSI, Inc.'s 2024 Form 5500 as plan administrator.

DICK Lodge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

FSI, Inc.'s EIN is 62-1552567.

EIN 62-1552567

Plan number 101

Plan year 2024

ACK ID 20251006115230NAL0008793730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FSI, Inc.'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 FSI, INC..

Finding similar companies…

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FSI, INC.

EIN

all filings

Address

1714 HEIL QUAKER BLVD · STE 160 · LAVERGNE, TN · 37086

Phone

(615) 846-3863

Industry

Professional & Technical Services

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

101

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Condado Group, Inc.

Condado Group 401(k) Plan

$2.8M · 22 participants

Prysm Capital, L.P.

Prysm Capital 401(k) Plan

$2.8M · 13 participants

Hallmark Health Care Solutions Inc.

Hallmark Health Care Solutions Inc. 401(k) Plan

$2.8M · 186 participants

Endeavor Management

Endeavor Management 401(k) Plan

$2.8M · 31 participants

SES Inc.

SES Inc. 401(k) Profit Sharing Plan & Trust

$2.8M · 16 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.