How big is FMA Inc.'s plan?

FMA Inc.'s plan reported $44K in assets and 7 participants for 2024.

Original filing (PDF)20250718090811NAL0001396641001

FMA Inc.

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

Form 5500-SF

FILING_RECEIVED

FMA Inc. 401(k) Plan

401(k) retirement plan · FMA Inc.'s FMA Inc. 401(k) Plan held $44K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Shirley Horner signed FMA Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

FMA Inc.'s EIN is 81-0561514.

EIN 81-0561514

Plan number 001

Plan year 2024

ACK ID 20250718090811NAL0001396641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FMA Inc.'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

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

Plan sponsor

Name

FMA INC

EIN

all filings

Address

5625 STATE FARM DR STE 1 · ROHNERT PARK, CA · 94928

Phone

(707) 588-7999

Industry

Other Services (ex. Public Admin)

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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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