What public Form 5500 filings show about the FAIR Winds Holdings, LLC 401(k) plan — and how to find and check your own account.
FAIR Winds Holdings, LLC (EIN 20-4187726) reports PASSAGE WEALTH PARTNERS 401K PLAN on its most recent Form 5500, with $380K in plan assets across 7 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 Winds Holdings, LLC filing — schedules, fees, and providers.
FAIR Winds Holdings, 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 Winds Holdings, LLCHR for the recordkeeper’s name and login.
