Original filing (PDF)20260711134358NAL0001768995001

Florens Asset Management (USA) Limited

Name: Florens Asset Management (USA) Limited — Form 5500 Plan 001 (2025)
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 $10.0M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

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 (91st percentile).

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.

Plan sponsor

Name

FLORENS ASSET MANAGEMENT (USA) LIMITED

EIN

94-3255137all filings

Address

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

Phone

(415) 829-4310

Industry

Real Estate

Plan administrator