How big is Fairfield Greenwich Advisors' plan?

Fairfield Greenwich Advisors' plan reported $10.2M in assets and 6 participants for 2024.

Original filing (PDF)20250724161231NAL0005786785001

Fairfield Greenwich Advisors

Name: Fairfield Greenwich Advisors — Form 5500 (2024)
Creator: Fairfield Greenwich Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Fairfield Greenwich Advisors held $10.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Julia Luongo signed Fairfield Greenwich Advisors' 2024 Form 5500 as plan administrator.

Julia Luongo — 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

Fairfield Greenwich Advisors' EIN is 26-0001345.

EIN 26-0001345

Plan number 002

Plan year 2024

ACK ID 20250724161231NAL0005786785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fairfield Greenwich Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fairfield Greenwich Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

FAIRFIELD GREENWICH ADVISORS

EIN

all filings

Address

60 EAST 42ND STREET, 40TH FLOOR · NEW YORK, NY · 101650048

Phone

(212) 991-5244

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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