401(k) · DOL Form 5500 · 2024

Fiduciaryvest, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$418,430
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

$3M in assets, 6 participants

Fiduciaryvest, LLC's Fiduciary Vest, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,757 in Finance & Insurance (8,549 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 $3M / 6 participants.

#1,757
in Finance & Insurance (8,549 peers)
+15.5%
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 2024 · DOL Form 5500

$2,510,579 32nd percentile higher than 32% of 123,620 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 2024

Fiduciary Vest, LLC 401(k) Profit Sharing 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. Fiduciary Vest, LLC 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fiduciary Vest, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Fiduciary Vest, LLC 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202217636 · Fiduciaryvest, LLC PY 2024 · 401(k)

Fiduciary Vest, LLC 401(k) Profit Sharing Plan · $3M · 6 · 32nd

  • EBSA $3M
  • EBSA 6
  • EBSA 32nd
  • EBSA 401(k)
  • EBSA near Pnklink, Inc. 401(k) Plan
  • EBSA ind #1757

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…$3MPnklink, Inc. 401(k) Plan$3MAor Direct, LLC Profit Sharing PlanAor Direct, LLC Profit Shari…$3MSurefire Local 401(k) Plan$3MHansen Plastics Corporation 401(k) PlanHansen Plastics Corporation …$3M
End-of-year total assets ($M) among Fiduciary Vest, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$338K
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. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fiduciary Vest, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002510579 · Participants: 6Fiduciary Vest, LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The 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 Pnklink, Inc. 401(k) Plan in WA ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Fiduciary Vest, LLC 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2024, from $2M to $3M. Reported net income was $338K.
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 Pnklink, Inc. 401(k) Plan in WA ($3M, 24 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 Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.