How big is Farese Group, LLC's plan?

Farese Group, LLC's plan reported $487K in assets and 3 participants for 2024.

Original filing (PDF)20250701102944NAL0017593552001

Farese Group, LLC

Name: Farese Group, LLC — Farese Group, LLC 401(k) Profit, Form 5500 (2024)
Creator: Farese Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Farese Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Farese Group, LLC's Farese Group, LLC 401(k) Profit Sharing Plan and Trust held $487K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

Michelle WING signed Farese Group, LLC's 2024 Form 5500 as plan administrator.

Michelle WING — 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

Farese Group, LLC's EIN is 26-3699537.

EIN 26-3699537

Plan number 001

Plan year 2024

ACK ID 20250701102944NAL0017593552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Farese Group, 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 FARESE GROUP, 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

Knocking points off