· 2022–2024 · DOL EFAST2

FOD ASSET MANAGEMENT, LLC — FOD ASSET MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240626123200NAL0005708483001

FOD ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

FOD ASSET MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

68

Accounts w/ balance

24

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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

16

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FOD ASSET MANAGEMENT, LLC

EIN

87-4084081

Address

7009 SHRIMP ROAD · SUITE 4 · KEY WEST, FL · 33040

Phone

(786) 862-6635

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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