How big is Falcon Capital Advisors' plan?

Falcon Capital Advisors' plan reported $3.0M in assets and 35 participants for 2024.

Original filing (PDF)20250613110115NAL0051145698001

Falcon Capital Advisors

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

Form 5500-SF

FILING_RECEIVED

Falcon Capital Advisors 401(k) P/S Plan

401(k) retirement plan · Falcon Capital Advisors' Falcon Capital Advisors 401(k) P/S Plan held $3.0M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Rosemary Falcon signed Falcon Capital Advisors' 2024 Form 5500 as plan administrator.

Rosemary Falcon — 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

Falcon Capital Advisors' EIN is 27-0267323.

EIN 27-0267323

Plan number 001

Plan year 2024

ACK ID 20250613110115NAL0051145698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Falcon Capital Advisors' 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 FALCON CAPITAL ADVISORS.

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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