FIDELUM PARTNERS
Plan context: FIDELUM PARTNERS SAFE HARBOR 401(K)
EIN 45-3967473 • Newtown Square, PA • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,053,034
2025 Contributions
$69,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,053,034 | $69,500 | $34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $1,053,034 | $69,500 | $34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%. |
| 2024 | 1 | 2 | $847,703 | $11,250 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $847,703 | $11,250 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| 2023 | 1 | 2 | $735,223 | $0 | - |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $735,223 | - | - |
| 2022 | 1 | 2 | $667,472 | $64,768 | $32,384iApproximate average salary by contribution assumption: employee only about $809,600 at 4% or $539,733 at 6%; with 50% employer match about $539,733 at 4% or $359,822 at 6%; with 100% employer match about $404,800 at 4% or $269,867 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $667,472 | $64,768 | $32,384iApproximate average salary by contribution assumption: employee only about $809,600 at 4% or $539,733 at 6%; with 50% employer match about $539,733 at 4% or $359,822 at 6%; with 100% employer match about $404,800 at 4% or $269,867 at 6%. |
| 2021 | 1 | 2 | $634,855 | $0 | - |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $634,855 | - | - |
| 2020 | 1 | 2 | $511,225 | $99,815 | $49,908iApproximate average salary by contribution assumption: employee only about $1,247,688 at 4% or $831,792 at 6%; with 50% employer match about $831,792 at 4% or $554,528 at 6%; with 100% employer match about $623,844 at 4% or $415,896 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $511,225 | $99,815 | $49,908iApproximate average salary by contribution assumption: employee only about $1,247,688 at 4% or $831,792 at 6%; with 50% employer match about $831,792 at 4% or $554,528 at 6%; with 100% employer match about $623,844 at 4% or $415,896 at 6%. |
| 2019 | 1 | 2 | $421,664 | $72,482 | $36,241iApproximate average salary by contribution assumption: employee only about $906,025 at 4% or $604,017 at 6%; with 50% employer match about $604,017 at 4% or $402,678 at 6%; with 100% employer match about $453,013 at 4% or $302,008 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $421,664 | $72,482 | $36,241iApproximate average salary by contribution assumption: employee only about $906,025 at 4% or $604,017 at 6%; with 50% employer match about $604,017 at 4% or $402,678 at 6%; with 100% employer match about $453,013 at 4% or $302,008 at 6%. |
| 2018 | 1 | 2 | $349,222 | $51,920 | $25,960iApproximate average salary by contribution assumption: employee only about $649,000 at 4% or $432,667 at 6%; with 50% employer match about $432,667 at 4% or $288,444 at 6%; with 100% employer match about $324,500 at 4% or $216,333 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $349,222 | $51,920 | $25,960iApproximate average salary by contribution assumption: employee only about $649,000 at 4% or $432,667 at 6%; with 50% employer match about $432,667 at 4% or $288,444 at 6%; with 100% employer match about $324,500 at 4% or $216,333 at 6%. |
| 2017 | 1 | 2 | $309,085 | $52,280 | $26,140iApproximate average salary by contribution assumption: employee only about $653,500 at 4% or $435,667 at 6%; with 50% employer match about $435,667 at 4% or $290,444 at 6%; with 100% employer match about $326,750 at 4% or $217,833 at 6%. |
| FIDELUM PARTNERS SAFE HARBOR 401(K) | - | 2 | $309,085 | $52,280 | $26,140iApproximate average salary by contribution assumption: employee only about $653,500 at 4% or $435,667 at 6%; with 50% employer match about $435,667 at 4% or $290,444 at 6%; with 100% employer match about $326,750 at 4% or $217,833 at 6%. |