Retirement plan

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN

Name: FIDUCIARY FINANCIAL PARTNERS, LLC - FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: FIDUCIARY FINANCIAL PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN, FIDUCIARY FINANCIAL PARTNERS, LLC

FIDUCIARY FINANCIAL PARTNERS, LLCEIN 90-0658332Plan #001PY 2025

1250 E. DIEHL ROAD, STE 404 - NAPERVILLE, IL 60563630-780-1534fiduciaryfinancialpartners.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+25.8% from 2024

Total participants

+28.6% from 2024

Average account balance

$239,480

+10.1% from 2024

Annual return

15.56%

+3.83 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$239,480

$209,336+14.4%

$197,124+21.5%

$137,256+74.5%

Participation rate

85.7%

87.3%-1.6pp

86.7%-1.0pp

80.0%+5.8pp

Annual return

15.56%

48.09%-32.5pp

44.34%-28.8pp

220.34%-204.8pp

Employer contribution / active EE

$7,269

$6,591+10.3%

$6,227+16.7%

$4,156+74.9%

Participant deferral / active EE

$15,043

$9,614+56.5%

$9,135+64.7%

$6,407+134.8%

Admin fee / account holder

$17,308-100.0%

$16,298-100.0%

$12,270-100.0%

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIDUCIARY FINANCIAL PARTNERS, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion