Original filing (PDF)20250729140957NAL0002899409001

FSM WEALTH ADVISORS LLC

Name: FSM WEALTH ADVISORS LLC — FSM WEALTH ADVISORS LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FSM WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

FSM WEALTH ADVISORS LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FSM WEALTH ADVISORS LLC

EIN

83-2256400all filings

Address

23240 CHAGRIN BLVD STE 600 · BEACHWOOD, OH · 44122

Phone

(330) 328-5700

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Finance & Insurance plans

RIEGEL FINANCIAL INVESTMENT SERVICES, LLC

RIEGEL FINANCIAL INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN

$7K · 4 participants

LINDLE HENNESSEY

LINDLE HENNESSEY CBS BENEFIT PLAN

$7K · 1 participants

LINCOLN DOUGLAS INVEST

LINCOLN DOUGLAS INVEST SOCA BENEFIT PLAN

$7K · 5 participants

TEN34PARTNERS

TEN34PARTNERS SOCA BENEFIT PLAN

$6K · 2 participants

7TH GENERATION WEALTH ADVISORS

7TH GENERATION WEALTH ADVISORS 401K PLAN

$8K · 7 participants

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