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Original filing (PDF)20251013124444NAL0000608307001
THE FARBMAN GROUP
Form 5500
FILING_RECEIVED
THE FARBMAN GROUP 401(K) PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
174
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FARBMAN GROUP.
Plan sponsor
Name
THE FARBMAN GROUP
EIN
38-2143548
Address
31700 MIDDLEBELT ROAD · SUITE 225 · FARMINGTON HILLS, MI · 48334
Phone
(248) 351-4366
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | 13-3749682 | — | ADVISOR | $0 | — |
Investments
35 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company AB Large Cap Growth A Fund | — | — | — | $1.6M | 12.6% | |
| Fidelity Advisor Freedom 2025 A | — | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2035 A | — | — | — | $906K | 7.2% | |
| Pioneer Disciplined Growth A Fund | — | — | — | $877K | 6.9% | |
| Putnam Large Cap Value A Fund | — | — | — | $697K | 5.5% | |
| Fidelity Advisor Freedom 2030 A | — | — | — | $691K | 5.5% | |
| Fidelity Advisor Freedom 2040 A | — | — | — | $660K | 5.2% | |
| AB Small Cap Growth A Fund | — | — | — | $623K | 4.9% | |
| BNY Mellon S&P 500 Index Fund | — | — | — | $561K | 4.4% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $527K | 4.2% | |
| Fidelity Advisor Capital & Inc A | — | — | — | $515K | 4.1% | |
| Fidelity Advisor Freedom 2055 A | — | — | — | $394K | 3.1% | |
| Fidelity Advisor Freedom 2060 A | — | — | — | $352K | 2.8% | |
| Fidelity Advisor Freedom 2020 A | — | — | — | $305K | 2.4% | |
| Invesco Global A Fund | — | — | — | $301K | 2.4% | |
| Fidelity Advisor Freedom 2050 A | — | — | — | $285K | 2.3% | |
| Fidelity Advisor Freedom 2045 A | — | — | — | $268K | 2.1% | |
| Invesco Value Opportunities R6 Fund | — | — | — | $253K | 2.0% | |
| Participants Participant notes receivable at 6.0 percent interest rate - | — | — | — | $232K | 1.8% | |
| Fidelity Advisor Freedom 2070 A * 138 Fidelity Treasury Money Market Fund - Daily Money | — | — | — | $215K | 1.7% | |
| Federated Hermes Mid-Cap Index Fund Service Shares | — | — | — | $190K | 1.5% | |
| Baron Growth Fund | — | — | — | $166K | 1.3% | |
| Fidelity Advisor Balanced Fund - Class A | — | — | — | $139K | 1.1% | |
| Fidelity Advisor Equity Value Fund - A | — | — | — | $134K | 1.1% | |
| MFS International Growth Fund Class R3 | — | — | — | $132K | 1.0% | |
| Fidelity Advisor Freedom 2015 A | — | — | — | $131K | 1.0% | |
| MFS Core Equity R3 Fund | — | — | — | $112K | 0.9% | |
| iShares Russell 2000 Small-Cap Index Fund | — | — | — | $111K | 0.9% | |
| Fidelity Advisor Freedom Income Fund - A * 2 Fidelity Advisor International Small Cap Opp A | — | — | — | $56K | 0.4% | |
| Allspring Small Company Value Fund - A | — | — | — | $43K | 0.3% | |
| Fidelity Advisor Freedom 2065 A | — | — | — | $28K | 0.2% | |
| MFS Intl Diversification R3 Fund | — | — | — | $27K | 0.2% | |
| Goldman Sachs Core Fixed Income Fund A | — | — | — | $15K | 0.1% | |
| Fidelity Advisor International Real Estate Fund A | — | — | — | $7K | <0.1% | |
| BlackRock Mid-Cap Value Institutional Fund | — | — | — | $4K | <0.1% |
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