How big is Fairwood Retirement Services, LLC's plan?

Fairwood Retirement Services, LLC's plan reported $903K in assets and 135 participants for 2024.

Original filing (PDF)20251007124204NAL0002678051001

Fairwood Retirement Services, LLC

Name: Fairwood Retirement Services, LLC — Fairwood Retirem, Form 5500 (2024)
Creator: Fairwood Retirement Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fairwood Retirement Services 401(k) Plan

401(k) retirement plan · Fairwood Retirement Services, LLC's Fairwood Retirement Services 401(k) Plan held $903K in plan assets for 135 participants in 2024.

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

Plan identifiers

Fairwood Retirement Services, LLC's EIN is 20-1315955.

EIN 20-1315955

Plan number 001

Plan year 2024

ACK ID 20251007124204NAL0002678051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fairwood Retirement Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fairwood Retirement Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score