How big is FD Financial Group, LLC's plan?

FD Financial Group, LLC's plan reported $109K in assets and 13 participants for 2025.

Original filing (PDF)20260424220915NAL0010181024019

FD Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

FD Financial Group 401(k) Plan

401(k) retirement plan · FD Financial Group, LLC's FD Financial Group 401(k) Plan held $109K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

People on this filing

Elantha Barry signed FD Financial Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

FD Financial Group, LLC's EIN is 85-2237575.

EIN 85-2237575

Plan number 001

Plan year 2025

ACK ID 20260424220915NAL0010181024019

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

FD Financial Group, 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 FD FINANCIAL GROUP, 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