Profit Sharing · DOL Form 5500 · 2024
The Fiducial Adviser, LLC Profit Sharing Plan
Data updated 2026-08-25
- $32K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $5,277
- Avg per participant Low balance/head
Official DOL plan name: The Fiducial Adviser LLC Retirement Plan · Sponsored by The Fiducial Adviser, LLC · Puerto Rico · Other Services
$32K in assets, 6 participants
The Fiducial Adviser, LLC's The Fiducial Adviser LLC Retirement Plan reported $32K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #424 in Other Services (7,719 peers)
2024 asset change
The Fiducial Adviser LLC Retirement Plan surged 118.1% in 2024 ($15K → $32K) for 6 participants.
- #424
- in Other Services (7,719 peers)
- +118.1%
- assets growth YoY
The Fiducial Adviser LLC Retirement Plan among the smaller filed plans by assets
The Fiducial Adviser LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,661 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Fiducial Adviser LLC Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fiducial Adviser LLC Retirement Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660875121 · The Fiducial Adviser, LLC PY 2024 · Profit Sharing
The Fiducial Adviser LLC Retirement Plan · $32K · 6 · 3rd
- TYPE $32K
- NET 6
- BOOK 3rd
- VS-ST Profit Sharing
- BOY near Hoag Ventures Inc. Retirement Plan
- SCH ind #424
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 Other Services retirement plans → · Plans in Puerto Rico →
The Fiducial Adviser LLC Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15K |
|---|---|
| Net Assets (End of Year) | $32K |
| Net Income | $17K |
| Employer EIN | 660875121 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
The Fiducial Adviser LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Hoag Ventures Inc. Retirement Plan in MI ($32K); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.