Back to filter
Original filing (PDF)20251009155612NAL0016009378001
FLUENCY, INC.
Form 5500-SF
FILING_RECEIVED
FLUENCY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
89
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLUENCY, INC..
Plan sponsor
Name
FLUENCY, INC.
EIN
82-3439015
Address
100 BANK ST · BURLINGTON, VT · 05401
Phone
(855) 687-7353
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
DEFENSESTORM, INC.
DEFENSESTORM, INC. 401(K) PLAN
$3.3M · 81 participants
CONSOLIDATED NETWORKS CORPORATION
CONSOLIDATED NETWORKS CORPORATION 401(K) PLAN
$3.3M · 132 participants
MIGHTYCAUSE CORPORATION
MIGHTYCAUSE CORPORATION 401(K) PLAN
$3.4M · 31 participants
NETWORK OUTSOURCE
NETWORK OUTSOURCE 401(K)
$3.3M · 62 participants
MEDISTREAMS
MEDISTREAMS 401(K) & NEW COMPARABILITY PLAN
$3.3M · 51 participants
KORE TECHNOLOGIES, L.L.C.
KORE TECHNOLOGIES, L.L.C. 401(K) PROFIT SHARING PLAN
$3.4M · 15 participants
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants