How big is Fourthought Financial Partners, LLC's plan?

Fourthought Financial Partners, LLC's plan reported $966K in assets and 20 participants for 2024.

Original filing (PDF)20251001101243NAL0013045265001

Fourthought Financial Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Fourthought Financial, LLC 401(k) Plan

401(k) retirement plan · Fourthought Financial Partners, LLC's Fourthought Financial, LLC 401(k) Plan held $966K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$966K

Net assets (EOY)

$966K

People on this filing

Donna Guinta signed Fourthought Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Donna Guinta — 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

Fourthought Financial Partners, LLC's EIN is 88-3538171.

EIN 88-3538171

Plan number 001

Plan year 2024

ACK ID 20251001101243NAL0013045265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fourthought Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FOURTHOUGHT FINANCIAL PARTNERS, LLC

EIN

all filings

Address

310 W. VENICE AVENUE, SUITE 201 · VENICE, FL · 342852082

Phone

(941) 408-8557

Industry

Finance & Insurance

Plan administrator