FALCON FINANCIAL ADVISORS, LLC. 401(k) Plan
What public Form 5500 filings show about the FALCON FINANCIAL ADVISORS, LLC. 401(k) plan — and how to find and check your own account.
The FALCON FINANCIAL ADVISORS, LLC. 401(k) on its latest Form 5500
FALCON FINANCIAL ADVISORS, LLC. (EIN 45-3278231) reports FALCON FINANCIAL ADVISORS 401(K) PLAN on its most recent Form 5500, with $34K in plan assets across 2 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 FALCON FINANCIAL ADVISORS, LLC. filing — schedules, fees, and providers.
Who runs the FALCON FINANCIAL ADVISORS, LLC. 401(k)?
FALCON FINANCIAL 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 FALCON FINANCIAL ADVISORS, LLC.HR for the recordkeeper’s name and login.
How to check your FALCON FINANCIAL ADVISORS, LLC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FALCON FINANCIAL ADVISORS, LLC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
