How big is Fourfront Wealth Management LLC's plan?

Fourfront Wealth Management LLC's plan reported $77K in assets and 1 participants for 2024.

Original filing (PDF)20250819095515NAL0003596624001

Fourfront Wealth Management LLC

Name: Fourfront Wealth Management LLC — Fourfront Wealth, Form 5500 (2024)
Creator: Fourfront Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fourfront Wealth Management LLC 401(k) Plan

401(k) retirement plan · Fourfront Wealth Management LLC's Fourfront Wealth Management LLC 401(k) Plan held $77K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Diane Carlton signed Fourfront Wealth Management LLC's 2024 Form 5500 as plan administrator.

Diane Carlton — 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

Fourfront Wealth Management LLC's EIN is 92-1060219.

EIN 92-1060219

Plan number 001

Plan year 2024

ACK ID 20250819095515NAL0003596624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fourfront Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fourfront Wealth Management LLC'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 FOURFRONT WEALTH MANAGEMENT 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 (96th percentile).

Plan sponsor

Name

FOURFRONT WEALTH MANAGEMENT LLC

EIN

all filings

Address

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

Phone

(732) 212-5030

Industry

Finance & Insurance

Plan administrator