Original filing (PDF)20240911102451NAL0006903937001

FTV MANAGEMENT COMPANY, LP

Name: FTV MANAGEMENT COMPANY, LP — FTV MANAGEMENT COMPANY DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: FTV MANAGEMENT COMPANY, LP

Form 5500-SF

FILING_RECEIVED

FTV MANAGEMENT COMPANY DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 FTV MANAGEMENT COMPANY, LP.

Plan sponsor

Name

FTV MANAGEMENT COMPANY, LP

EIN

94-3309115

Address

601 CALIFORNIA ST · 19TH FLOOR · SAN FRANCISCO, CA · 94108

Phone

(415) 229-3033

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-10

Filed

2024-09-11

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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