How big is FLOE Financial Partners' plan?

FLOE Financial Partners' plan reported $780K in assets and 4 participants for 2024.

Original filing (PDF)20250602102918NAL0006483715001

FLOE Financial Partners

Name: FLOE Financial Partners — FLOE Financial Partners, Form 5500 (2024)
Creator: FLOE Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FLOE Financial Partners 401(k) Plan

401(k) retirement plan · FLOE Financial Partners' FLOE Financial Partners 401(k) Plan held $780K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan identifiers

FLOE Financial Partners' EIN is 71-0974533.

EIN 71-0974533

Plan number 003

Plan year 2024

ACK ID 20250602102918NAL0006483715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FLOE Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FLOE Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLOE FINANCIAL PARTNERS.

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FLOE FINANCIAL PARTNERS

EIN

all filings

Address

140 SOUTH LAKE AVENUE, SUITE 309 · PASADENA, CA · 91101

Phone

(626) 304-9141

Industry

Finance & Insurance

Plan administrator