401(k) · DOL Form 5500 · 2023

Fiduciaryvest, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
31st
Percentile by assets National rank
$310,389
Avg per participant High balance/head
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Official DOL plan name: Fiduciary Vest, LLC 401(k) Profit Sharing Plan · Sponsored by Fiduciaryvest, LLC · Georgia · Finance & Insurance

$2M in assets, 7 participants

Fiduciaryvest, LLC's Fiduciary Vest, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,914 in Finance & Insurance (8,869 peers)

Fiduciaryvest, LLC multi-year trail

Fiduciaryvest, LLC's plans moved +15.5% in assets from 2023 to 2024; this filing shows Fiduciary Vest, LLC 401(k) Profit Sharing Plan at $2M / 7 participants.

#1,914
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

Fiduciary Vest, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fiduciary Vest, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,172,722 31st percentile higher than 31% 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

Fiduciary Vest, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fiduciary Vest, LLC 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 202217636 · Fiduciaryvest, LLC PY 2023 · 401(k)

Fiduciary Vest, LLC 401(k) Profit Sharing Plan · $2M · 7 · 31st

  • 5500 $2M
  • 5500 7
  • 5500 31st
  • 5500 401(k)
  • 5500 near Peterson Comm. Group, Inc. 401(k) Ps Plan
  • 5500 ind #1914

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 Finance & Insurance retirement plans → · Plans in Georgia →

Fiduciary Vest, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fiduciary Vest, LLC 401(k) Profit Sharing PlanFiduciary Vest, LLC 401(k) P…$2MPeterson Comm. Group, Inc. 401(k) Ps PlanPeterson Comm. Group, Inc. 4…$2MSkyline Security Management 401(k) PlanSkyline Security Management …$2MMission Bbq 401(k) Plan$2MInfoquest Retirement Plan$2M
End-of-year total assets ($M) among Fiduciary Vest, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fiduciaryvest, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiduciaryvest, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.549941501950087% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M 20232024 $2.17M $2.51M ▲ +15.7%
Year Plans Participants Total Assets
2023 1 7 $2M
2024 1 6 $3M

Fiduciaryvest, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$350K
Employer EIN202217636
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Fiduciary Vest, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Fiduciary Vest, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002172722 · Participants: 7Fiduciary Vest, LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Fiduciary Vest, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fiduciary Vest, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fiduciary Vest, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Peterson Comm. Group, Inc. 401(k) Ps Plan in CA ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fiduciary Vest, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Fiduciary Vest, LLC 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2023, from $2M to $2M. Reported net income was $350K.
How have Fiduciaryvest, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fiduciaryvest, LLC's sponsor-wide assets grew 15.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Fiduciary Vest, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peterson Comm. Group, Inc. 401(k) Ps Plan in CA ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Vest, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 202217636.

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.