Retirement plan

F3 TECHNOLOGY PARTNERS 401(K) PLAN

Name: F3 TECHNOLOGY PARTNERS - F3 TECHNOLOGY PARTNERS 401(K) PLAN (2025) Form 5500
Creator: F3 TECHNOLOGY PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F3 TECHNOLOGY PARTNERS 401(K) PLAN, F3 TECHNOLOGY PARTNERS

F3 TECHNOLOGY PARTNERSEIN 45-0570568Plan #001PY 2025

485 NEW PARK AVE - WEST HARTFORD, CT 06110860-913-2500f3partners.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.6M

+30.0% from 2024

Total participants

+21.3% from 2024

Average account balance

$134,422

+3.5% from 2024

Annual return

22.83%

+8.34 pp from 2024

Benchmarks

See 2,365 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,365 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.59M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$134K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$702K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8215

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$403K

$9148 / participant

Other / not subdivided$403K100.0%

% of EOY assets

6.111%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,422

$78,520+71.2%

$96,576+39.2%

$82,448+63.0%

Participation rate

81.8%

77.7%+4.1pp

81.4%+0.4pp

68.1%+13.8pp

Annual return

22.83%

41.30%-18.5pp

38.47%-15.6pp

41.64%-18.8pp

Employer contribution / active EE

$5,031

$2,630+91.3%

$3,553+41.6%

$2,551+97.2%

Participant deferral / active EE

$10,919

$6,754+61.7%

$7,956+37.2%

$4,139+163.8%

Admin fee / account holder

$8,215

$13,455-38.9%

$11,381-27.8%

$7,234+13.6%

F3 TECHNOLOGY PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

F3 TECHNOLOGY PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion