Department of Labor filing
Spot something wrong?Fidelum Partners 401(k) plan
FIDELUM PARTNERS SAFE HARBOR 401(K) · For the plan year ended Dec 31, 2025
Legal plan sponsor: FIDELUM PARTNERS
Latest public filing 2025 · received Apr 20, 2026
Plan summary
Start with the match, vesting, and fees
Limited
This looks limited based on public filing history. Keep checking the source links because plan rules can change.
Why: The employer contribution is documented. Vesting is not confirmed yet.
47Plan health
from public filings
from public filings
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
a liquidating distribution of residual profits.
There is not enough detail for a reliable example.
Vesting decides how much employer money you keep if you leave before staying long enough.
The key document is the participant fee disclosure, especially fund expense ratios and account charges.
Look for low-cost index funds, target-date funds, stable-value or bond options, and any brokerage window.
Eligibility tells you when contributions and employer money can start after hire.
Automatic enrollment and auto-increase features usually help more employees save consistently.
Roth availability matters if you want after-tax contributions inside the workplace plan.
Not reported per active participant in 2025.
Participation up 0.0% · assets up 0.0%
How this is calculated →See score distributions →Current terms to confirm: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability
These details are often kept in employee-only plan documents. We show them when there is a dated source clear enough to trust.
Before you enroll: confirm the match, vesting schedule, waiting period, and fees in the current plan documents. The filing history shows how the plan itself has changed.
Keep in mind: public filings do not show your personal investment returns. Missing information does not count against the plan. Today’s benefit rules require a current plan document.
Want the complete record?
The essentials are above. Open the filing details only if you want to go deeper.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributionsNot enough dataTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense3rd percentileTypical peer $102 · based on 77,997 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: employer_contribution_measure_unavailable
The short version
What employees should know
For the year ended Dec 31, 2025, FIDELUM PARTNERS reported Not reported in employer contributions across this plan, or Not reported per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- Not reported Not reported per active participant
- Participant contributions
- $69,500
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- Not reported
- Active participants
- 2 Small plan
- Total participants
- 2 2 at the beginning of the year
- Ending assets
- $1,053,034 $526,517 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $847,703
- Ending net assets
- $1,053,034
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $210,218
- Total expenses
- $4,887
- Administrative expenses
- $4,887 $2,444 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
Not reported
2025
$2,444
2025
2
2025
$1,053,034
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | Not reported | 2 | 1.1M |
Changes in plan assets are not the same as investment performance.
Plan health
Loans, late deposits, and other filing disclosures
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 453967473-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Sep 1, 2016
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2J2K2F2G3D3B2T
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Quick answers
Fidelum Partners 401(k) questions
Is Fidelum Partners's 401(k) match known?
Not yet. The public filing shows total employer contributions, but it does not prove the current match formula. Ask for the current plan document or benefits guide.
How much employer money did Fidelum Partners report adding?
For 2025, the selected filing reports Not reported in employer contributions, or Not reported per active participant. This is a plan-level historical figure, not a personal match quote.
Can I use this page to compare Fidelum Partners with another job offer?
Yes, as a starting point. Compare the documented match, vesting, eligibility, fees, investments, and the filing history, then confirm the current terms before assigning a dollar value to an offer.
Source evidence
What recent SEC filings may add
These snippets come from official SEC filings connected to the employer. They are useful clues, but we keep them separate from fully reviewed current plan terms.
Match
a liquidating distribution of residual profits. EPCO expects to continue its policy of paying for limited perquisites attributable to our named executive officers. EPCO also makes matching contributions under its defined contribution plans for the benefit of our named executive officers in the same manner as it does for other EPCO employe…
Vesting
sing price of Partnership common units on December 31, 2025 (the last trading day of 2025) of $32.06 per unit. (3) Of the 2,289,425 phantom unit awards presented in the table, the vesting schedule is as follows: 877,075 in 2026; 669,575 in 2027; 438,325 in 2028, 204,450 in 2029, and 100,000 in 2030. Phantom unit awards For a description o…
Fees
expenses attributable to the ASA with EPCO for the years indicated: For the Year Ended December 31, 2025 2024 2023 Operating costs and expenses $ 1,443 $ 1,294 $ 1,189 General and administrative expenses 134 152 141 Total costs and expenses $ 1,577 $ 1,446 $ 1,330 Since the vast majority of such expenses are charged to us on an actual bas…
Filing ACK_ID20260420083056NAL0000643475001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗