Original filing (PDF)20250819095515NAL0003596624001

FOURFRONT WEALTH MANAGEMENT LLC

Name: FOURFRONT WEALTH MANAGEMENT LLC — FOURFRONT WEALTH MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: FOURFRONT WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

FOURFRONT WEALTH MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FOURFRONT WEALTH MANAGEMENT LLC

EIN

92-1060219all filings

Address

1990 MAIN ST. SUITE 750 · SARASOTA, FL · 34236

Phone

(732) 212-5030

Industry