How big is FMI Financial, Ltd.'s plan?

FMI Financial, Ltd.'s plan reported $466 in assets and 2 participants for 2025.

Original filing (PDF)20260402170057NAL0002516689001

FMI Financial, Ltd.

Name: FMI Financial, Ltd. — FMI Financial, Ltd. 401(k), Form 5500 (2025)
Creator: FMI Financial, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FMI Financial, Ltd. 401(k) Plan

401(k) retirement plan · FMI Financial, Ltd.'s FMI Financial, Ltd. 401(k) Plan held $466 in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466

Net assets (EOY)

$466

Plan identifiers

FMI Financial, Ltd.'s EIN is 83-2095715.

EIN 83-2095715

Plan number 001

Plan year 2025

ACK ID 20260402170057NAL0002516689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FMI Financial, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FMI Financial, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FMI FINANCIAL, LTD..

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Plan health score

Above-average plan

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

Knocking points off