How big is Fiduciary Family Office, LLC's plan?

Fiduciary Family Office, LLC's plan reported $145K in assets and 4 participants for 2024.

Original filing (PDF)20250724135904NAL0002558867001

Fiduciary Family Office, LLC

Name: Fiduciary Family Office, LLC — FFO, LLC 401(k) Plan, Form 5500 (2024)
Creator: Fiduciary Family Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FFO, LLC 401(k) Plan

401(k) retirement plan · Fiduciary Family Office, LLC's FFO, LLC 401(k) Plan held $145K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

Fiduciary Family Office, LLC's EIN is 93-1571921.

EIN 93-1571921

Plan number 001

Plan year 2024

ACK ID 20250724135904NAL0002558867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Family Office, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Family Office, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY FAMILY OFFICE, 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