Fiore Companies, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fiore Companies, INC.
  • Sponsor EIN: 391593650
  • Sponsor Address: 150 E GILMAN STREET SUITE 1600, MADISON, WI, 53703
  • Plan Type: 401(k)
  • Total Participants: 74
  • Total Assets: $5.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202474$5.0M$108,023$242,970
202371$4.3M$100,614$239,626
202257$3.4M$76,738$204,355

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