How big is Frederick Financial Consultants, LLC's plan?

Frederick Financial Consultants, LLC's plan reported $8.6M in assets and 14 participants for 2024.

Original filing (PDF)20251013111028NAL0001788720001

Frederick Financial Consultants, LLC

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

Form 5500-SF

FILING_RECEIVED

Frederick Financial Consultants, LLC 401(k) Plan

401(k) retirement plan · Frederick Financial Consultants, LLC's Frederick Financial Consultants, LLC 401(k) Plan held $8.6M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Frederick Financial Consultants, LLC's EIN is 86-3521676.

EIN 86-3521676

Plan number 001

Plan year 2024

ACK ID 20251013111028NAL0001788720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Frederick Financial Consultants, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREDERICK FINANCIAL CONSULTANTS, 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