How big is FAIR Winds Holdings, LLC's plan?

FAIR Winds Holdings, LLC's plan reported $380K in assets and 7 participants for 2023.

Original filing (PDF)20240725142620NAL0031595586001

FAIR Winds Holdings, LLC

Name: FAIR Winds Holdings, LLC — Passage Wealth Partners, Form 5500 (2023)
Creator: FAIR Winds Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Passage Wealth Partners 401(k) Plan

401(k) retirement plan · FAIR Winds Holdings, LLC's Passage Wealth Partners 401(k) Plan held $380K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

People on this filing

Amanda Turner signed FAIR Winds Holdings, LLC's 2023 Form 5500 as plan administrator.

Amanda Turner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

FAIR Winds Holdings, LLC's EIN is 20-4187726.

EIN 20-4187726

Plan number 001

Plan year 2023

ACK ID 20240725142620NAL0031595586001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for FAIR Winds Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

FAIR Winds Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score