How big is FMA, LLC's plan?

FMA, LLC's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20251007105243NAL0004655505001

FMA, LLC

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

Form 5500-SF

FILING_RECEIVED

FMA, LLC 401(k) Plan

401(k) retirement plan · FMA, LLC's FMA, LLC 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

FMA, LLC's EIN is 82-1804865.

EIN 82-1804865

Plan number 001

Plan year 2024

ACK ID 20251007105243NAL0004655505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FMA, LLC'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 FMA, LLC.

Finding similar companies…

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, LLC

EIN

all filings

Address

2600 WESTOWN PARKWAY, SUITE 210 · WEST DES MOINES, IA · 502667301

Phone

(515) 309-0043

Industry

Finance & Insurance

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

2025-10-07

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Innovation Capital LLC

Innovation Capital LLC 401(k) Profit Sharing Plan

$2.2M · 5 participants

Angle Advisors, LLC

Angle Advisors, LLC Cash Balance Plan

$2.2M · 13 participants

WMS Consultants, LLC

WMS Consultants LLC 401(k) Profit Sharing Plan

$2.2M · 3 participants

Syntelli Solutions, Inc.

Syntelli Solutions 401(k) Plan

$2.2M · 16 participants

BGSA Holdings, LLC

BGSA Holdings, LLC 401(k) Savings Plan

$2.2M · 5 participants

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