How big is FAIR ISLE Advisors, LLC's plan?

FAIR ISLE Advisors, LLC's plan reported $2.1M in assets and 46 participants for 2024.

Original filing (PDF)20251002143311NAL0001471858001

FAIR ISLE Advisors, LLC

Name: FAIR ISLE Advisors, LLC — Crobar/FAIR ISLE Advisors, Form 5500 (2024)
Creator: FAIR ISLE Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crobar/FAIR ISLE Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · FAIR ISLE Advisors, LLC's Crobar/FAIR ISLE Advisors 401(k) Profit Sharing Plan held $2.1M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

BETH Herron signed FAIR ISLE Advisors, LLC's 2024 Form 5500 as plan administrator.

BETH Herron — 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 ISLE Advisors, LLC's EIN is 20-4831046.

EIN 20-4831046

Plan number 001

Plan year 2024

ACK ID 20251002143311NAL0001471858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FAIR ISLE Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FAIR ISLE Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ISLE ADVISORS, LLC.

Finding similar companies…

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