How big is Financial Data Managements Inc.'s plan?

Financial Data Managements Inc.'s plan reported $271K in assets and 11 participants for 2025.

Original filing (PDF)20260423164750NAL0004961793001

Financial Data Managements Inc.

Name: Financial Data Managements Inc. — Financial Data, Form 5500 (2025)
Creator: Financial Data Managements Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Data Managements Inc. 401(k) Plan

401(k) retirement plan · Financial Data Managements Inc.'s Financial Data Managements Inc. 401(k) Plan held $271K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

SUE Swenson signed Financial Data Managements Inc.'s 2025 Form 5500 as plan administrator.

SUE Swenson — 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

Financial Data Managements Inc.'s EIN is 84-0941750.

EIN 84-0941750

Plan number 001

Plan year 2025

ACK ID 20260423164750NAL0004961793001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Data Managements Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Data Managements Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL DATA MANAGEMENTS INC.

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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