How big is FBIC Planning LLC's plan?

FBIC Planning LLC's plan reported $86K in assets and 4 participants for 2024.

Original filing (PDF)20250630115351NAL0027447506005

FBIC Planning LLC

Name: FBIC Planning LLC — FBIC Planning LLC Retirement, Form 5500 (2024)
Creator: FBIC Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FBIC Planning LLC Retirement Trust

401(k) retirement plan · FBIC Planning LLC's FBIC Planning LLC Retirement Trust held $86K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

Plan Sponsor signed FBIC Planning LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

FBIC Planning LLC's EIN is 82-4639082.

EIN 82-4639082

Plan number 001

Plan year 2024

ACK ID 20250630115351NAL0027447506005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FBIC Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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