How big is FSM Wealth Advisors' plan?

FSM Wealth Advisors' plan reported $2.0M in assets and 24 participants for 2025.

Original filing (PDF)20260430084642NAL0018191408001

FSM Wealth Advisors

Name: FSM Wealth Advisors — FSM Wealth Advisors 401(k), Form 5500 (2025)
Creator: FSM Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FSM Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · FSM Wealth Advisors' FSM Wealth Advisors 401(k) Profit Sharing Plan held $2.0M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Anthony Warren signed FSM Wealth Advisors' 2025 Form 5500 as plan administrator.

Anthony Warren — 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

FSM Wealth Advisors' EIN is 83-2256400.

EIN 83-2256400

Plan number 001

Plan year 2025

ACK ID 20260430084642NAL0018191408001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FSM Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FSM Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FSM WEALTH ADVISORS.

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