How big is Florens Asset Management (USA) Limited's plan?

Florens Asset Management (USA) Limited's plan reported $8.5M in assets and 24 participants for 2024.

Original filing (PDF)20250724150256NAL0002859251001

Florens Asset Management (USA) Limited

Name: Florens Asset Management (USA) Limited — Form 5500 Plan 001 (2024)
Creator: Florens Asset Management (USA) Limited
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Florens U.S. Savings Incentive Plan

401(k) retirement plan · Florens Asset Management (USA) Limited's Florens U.S. Savings Incentive Plan held $8.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Daniel N. Fowler signed Florens Asset Management (USA) Limited's 2024 Form 5500 as plan administrator.

Daniel N. Fowler — 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

Florens Asset Management (USA) Limited's EIN is 94-3255137.

EIN 94-3255137

Plan number 001

Plan year 2024

ACK ID 20250724150256NAL0002859251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Florens Asset Management (USA) Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Florens Asset Management (USA) Limited's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORENS ASSET MANAGEMENT (USA) LIMITED.

Finding similar companies…

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 (90th percentile).

Plan sponsor

Name

FLORENS ASSET MANAGEMENT (USA) LIMITED

EIN

all filings

Address

315 MONTGOMERY ST. STE 918 · SAN FRANCISCO, CA · 94104

Phone

(415) 829-4310

Industry

Real Estate

Plan administrator