How big is Fidelis Partners, LLC's plan?

Fidelis Partners, LLC's plan reported $152K in assets and 5 participants for 2024.

Original filing (PDF)20260114154100NAL0017434624001

Fidelis Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Fidelis Partners, LLC held $152K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

JON Mrkonich signed Fidelis Partners, LLC's 2024 Form 5500 as plan administrator.

JON Mrkonich — 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

Fidelis Partners, LLC's EIN is 84-2063525.

EIN 84-2063525

Plan number 001

Plan year 2024

ACK ID 20260114154100NAL0017434624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fidelis Partners, LLC'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 FIDELIS PARTNERS, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off