· 2022–2024 · DOL EFAST2

Adair Capital, LLC — Adair Capital, LLC 401(k), Form 5500 (2025)

Original filing (PDF)20260316105503NAL0001458467001

Adair Capital, LLC

Form 5500-SF

FILING_RECEIVED

Adair Capital, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Adair Capital, LLC's Adair Capital, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAIR CAPITAL, LLC.

Plan sponsor

Name

ADAIR CAPITAL, LLC

EIN

13-4104330all filings

Address

4 ARDSLEY TERRACE · IRVINGTON, NY · 10533

Phone

(917) 669-9100

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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