How big is FMA LLP's plan?

FMA LLP's plan reported $4.2M in assets and 29 participants for 2024.

Original filing (PDF)20250806214007NAL0007105970001

FMA LLP

Name: FMA LLP — FMA LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: FMA LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FMA LLP 401(k) Profit Sharing Plan

401(k) retirement plan · FMA LLP's FMA LLP 401(k) Profit Sharing Plan held $4.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

ADAM Klotz signed FMA LLP's 2024 Form 5500 as plan administrator.

ADAM Klotz — 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

FMA LLP's EIN is 95-4519710.

EIN 95-4519710

Plan number 001

Plan year 2024

ACK ID 20250806214007NAL0007105970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FMA LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FMA LLP'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 FMA LLP.

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.

Plan sponsor

Name

FMA LLP

EIN

all filings

Address

501 E. LAS OLAS BLVD, SUITE 200 · FORT LAUDERDALE, FL · 33301

Phone

(949) 668-3093

Industry

Law Offices· Professional & Technical Services

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

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

Horenstein, Nicholson & Blumenthal, LPA, Inc.

Horenstein, Nicholson & Blumenthal, LPA, Inc. 401(k) Profit Sharing Plan

$4.2M · 26 participants

Curley Law Firm, LLP

Curley Law Firm, LLP Retirement Plan

$4.2M · 7 participants

Kanoski Bresney

Kanoski Bresney 401(k) Profit Sharing Plan

$4.2M · 17 participants

Burke Blue Hutchison ETAL

Burke Blue 401(k) Profit Sharing Plan

$4.2M · 28 participants

Wilkofsky Friedman Karel & Cummins

Wilkofsky Friedman Karel & Cummins 401(k) Profit Sharing Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.