Original filing (PDF)20250717155921NAL0000634801001

FAIRLEAD ADVISORS LLC

Name: FAIRLEAD ADVISORS LLC — FAIRLEAD ADVISORS LLC 401(K) PLAN, Form 5500 (2024)
Creator: FAIRLEAD ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

FAIRLEAD ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAIRLEAD ADVISORS LLC.

Plan sponsor

Name

FAIRLEAD ADVISORS LLC

EIN

27-1912031

Address

3311 YUPON STREET STE 317 · HOUSTON, TX · 77006

Phone

(651) 373-0691

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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