Original filing (PDF)20250724150256NAL0002859251001

FLORENS ASSET MANAGEMENT (USA) LIMITED

Name: FLORENS ASSET MANAGEMENT (USA) LIMITED — FLORENS U.S. SAVINGS INCENTIVE PLAN, Form 5500 (2024)
Creator: FLORENS ASSET MANAGEMENT (USA) LIMITED

Form 5500-SF

FILING_RECEIVED

FLORENS U.S. SAVINGS INCENTIVE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORENS ASSET MANAGEMENT (USA) LIMITED.

Plan sponsor

Name

FLORENS ASSET MANAGEMENT (USA) LIMITED

EIN

94-3255137

Address

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

Phone

(415) 829-4310

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

A. MONTANO CO., INC.

A. MONTANO CO., INC. 401(K) PLAN

$8.6M · 25 participants

RENTALS UNLIMITED INC.

RENTALS UNLIMITED INC. 401(K) RETIREMENT PLAN

$8.6M · 123 participants

UNILODE AVIATION SOLUTIONS

UNILODE AVIATION SOLUTIONS 401(K) PLAN

$8.4M · 228 participants

M HOLDING CO.

M HOLDING CO. 401(K) PROFIT SHARING PLAN

$8.6M · 142 participants

FLEX LEASING POWER & SERVICE, LLC

FLEX LEASING POWER & SERVICE, LLC 401(K) PLAN

$8.3M · 74 participants