How big is Fyvie Financial LLC's plan?

Fyvie Financial LLC's plan reported $13K in assets and 4 participants for 2025.

Original filing (PDF)20260511161232NAL0005446755001

Fyvie Financial LLC

Name: Fyvie Financial LLC — Fyvie Financial LLC 401(k), Form 5500 (2025)
Creator: Fyvie Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fyvie Financial LLC 401(k) Plan

401(k) retirement plan · Fyvie Financial LLC's Fyvie Financial LLC 401(k) Plan held $13K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Katherine Derisson signed Fyvie Financial LLC's 2025 Form 5500 as plan administrator.

Katherine Derisson — 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

Fyvie Financial LLC's EIN is 85-0910794.

EIN 85-0910794

Plan number 001

Plan year 2025

ACK ID 20260511161232NAL0005446755001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Fyvie Financial 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 FYVIE FINANCIAL 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