Original filing (PDF)20250422155724NAL0010215202001

FALCHION TECHNOLOGIES, LLC

Name: FALCHION TECHNOLOGIES, LLC — FALCHION TECHNOLOGIES, LLC INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: FALCHION TECHNOLOGIES, LLC

Form 5500-SF

FILING_RECEIVED

FALCHION TECHNOLOGIES, LLC INCENTIVE SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FALCHION TECHNOLOGIES, LLC.

Plan sponsor

Name

FALCHION TECHNOLOGIES, LLC

EIN

81-5445748

Address

817 S. UNIVERSITY DRIVE · SUITE 100 · PLANTATION, FL · 33324

Phone

(646) 351-1959

Industry

Finance & Insurancesee 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

2025-04-22

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

2R · Participant-directed brokerage (SDBA)

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 Finance & Insurance plans

MARK S. WEAVER WEALTH ADVISORY, LLC

MARK S. WEAVER WEALTH ADVISORY, LLC CASH BALANCE PLAN

$851K · 2 participants

HERMAN WEALTH MANAGEMENT INC.(HWM)DBA WIEDEMAN FINANCIAL SERVICES(WFS)

HERMAN WEALTH MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

$851K · 3 participants

FLEISHEL FINANCIAL ASSOCIATES, INC.

FLEISHEL FINANCIAL ASSOCIATES, INC. CASH BALANCE PLAN

$851K · 6 participants

DRCFN, INC.

ASE FINANCIAL ADVISORY GROUP 401(K) PLAN

$851K · 10 participants

AMERICAN IRA, LLC