401(k) · DOL Form 5500 · 2023

Fiducia Partners LLC 401(k) Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$85,535
Avg per participant Below avg balance/head
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Official DOL plan name: Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Fiducia Partners LLC · Michigan · Professional & Technical Services

$257K in assets, 3 participants

Fiducia Partners LLC's Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust reported $257K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,958 in Professional & Technical Services (20,321 peers)

Fiducia Partners LLC multi-year trail

Fiducia Partners LLC's plans moved +73.7% in assets from 2022 to 2024; this filing shows Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust at $257K / 3 participants.

#1,958
in Professional & Technical Services (20,321 peers)
+37.1%
assets growth YoY

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$256,606 12th percentile higher than 12% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$10K in the plan year 2022 filing to $69K in the plan year 2023 filing.
  • Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $187K in the plan year 2022 filing to $257K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262833194 · Fiducia Partners LLC PY 2023 · 401(k)

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust · $257K · 3 · 12th

  • EIN $257K
  • RANK 3
  • PHOTO 12th
  • IND 401(k)
  • EOY near Stoy and Sons Inc. 401(k) Plan
  • 5500 ind #1958

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Michigan →

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fiducia Partners LLC 401(k) Profit Sharing Plan & TrustFiducia Partners LLC 401(k) …$257KStoy and Sons Inc. 401(k) PlanStoy and Sons Inc. 401(k) Pl…$257KRealty West Properties Inc. Pension PlanRealty West Properties Inc. …$257KSelect Fleet Transportation, Inc. 401(k) PlanSelect Fleet Transportation,…$257KRed Rock Franchise Group, Inc. 401(k) Profit Sharing PlanRed Rock Franchise Group, In…$257K
End-of-year total assets ($M) among Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fiducia Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiducia Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$325K 73.6649707127282% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.19M $0.32M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 3 $187K
2023 1 3 $257K
2024 1 4 $325K

Fiducia Partners LLC filing trail (2023)

Total Assets (Beginning of Year)$187K
Net Assets (End of Year)$257K
Net Income$69K
Employer EIN262833194
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000256606 · Participants: 3Fiducia Partners LLC 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Stoy and Sons Inc. 401(k) Plan in NE ($257K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust surged - up 37.1% during 2023, from $187K to $257K. Reported net income was $69K.
How have Fiducia Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiducia Partners LLC's sponsor-wide assets grew 73.7%, from $187K to $325K.
Where does Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stoy and Sons Inc. 401(k) Plan in NE ($257K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Fiducia Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262833194.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.