What public Form 5500 filings show about the Fairway Wealth, LLC 401(k) plan — and how to find and check your own account.
Fairway Wealth, LLC (EIN 85-2983885) reports FAIRWAY WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $5.5M in plan assets across 20 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 Fairway Wealth, LLC filing — schedules, fees, and providers.
Fairway Wealth, 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 Fairway Wealth, LLCHR for the recordkeeper’s name and login.