How big is Fermata Advisors, LLC's plan?

Fermata Advisors, LLC's plan reported $304K in assets and 9 participants for 2024.

Original filing (PDF)20250710092219NAL0006418465001

Fermata Advisors, LLC

Name: Fermata Advisors, LLC — Fermata Advisors, LLC 401(k), Form 5500 (2024)
Creator: Fermata Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fermata Advisors, LLC 401(k) Plan

401(k) retirement plan · Fermata Advisors, LLC's Fermata Advisors, LLC 401(k) Plan held $304K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Daren Blonski signed Fermata Advisors, LLC's 2024 Form 5500 as plan administrator.

Daren Blonski — 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

Fermata Advisors, LLC's EIN is 84-2792924.

EIN 84-2792924

Plan number 001

Plan year 2024

ACK ID 20250710092219NAL0006418465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fermata Advisors, LLC'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 FERMATA ADVISORS, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score