What public Form 5500 filings show about the FAIR ISLE Advisors, LLC 401(k) plan — and how to find and check your own account.
FAIR ISLE Advisors, LLC (EIN 20-4831046) reports CROBAR/FAIR ISLE ADVISORS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.1M in plan assets across 46 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full FAIR ISLE Advisors, LLC filing — schedules, fees, and providers.
FAIR ISLE Advisors, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask FAIR ISLE Advisors, LLCHR for the recordkeeper’s name and login.
