How big is Fundamental Income Properties, LLC's plan?

Fundamental Income Properties, LLC's plan reported $2.8M in assets and 30 participants for 2024.

Original filing (PDF)20250606123032NAL0021240816001

Fundamental Income Properties, LLC

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

Form 5500-SF

FILING_RECEIVED

Fundamental Income 401(k) Plan

401(k) retirement plan · Fundamental Income Properties, LLC's Fundamental Income 401(k) Plan held $2.8M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Chris Burbach signed Fundamental Income Properties, LLC's 2024 Form 5500 as plan administrator.

Chris Burbach — 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

Fundamental Income Properties, LLC's EIN is 85-0609314.

EIN 85-0609314

Plan number 001

Plan year 2024

ACK ID 20250606123032NAL0021240816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fundamental Income Properties, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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