How big is Fluency Firm, Inc.'s plan?

Fluency Firm, Inc.'s plan reported $68K in assets and 22 participants for 2025.

Original filing (PDF)20260429220707NAL0006438675057

Fluency Firm, Inc.

Name: Fluency Firm, Inc. — Fluency Firm, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Fluency Firm, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fluency Firm, Inc. 401(k) Plan

401(k) retirement plan · Fluency Firm, Inc.'s Fluency Firm, Inc. 401(k) Plan held $68K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

Elantha Barry signed Fluency Firm, Inc.'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

Fluency Firm, Inc.'s EIN is 87-1335775.

EIN 87-1335775

Plan number 001

Plan year 2025

ACK ID 20260429220707NAL0006438675057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fluency Firm, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fluency Firm, Inc.'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 FLUENCY FIRM, INC.

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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