Original filing (PDF)20251003182714NAL0001659889001

FAGEN FRIEDMAN & FULFROST, LLP

Name: FAGEN FRIEDMAN & FULFROST, LLP — FAGEN FRIEDMAN & FULFROST 401(K) PLAN FOR EQUITY PARTNERS AND STAFF, Form 5500 (2024)
Creator: FAGEN FRIEDMAN & FULFROST, LLP

Form 5500-SF

FILING_RECEIVED

FAGEN FRIEDMAN & FULFROST 401(K) PLAN FOR EQUITY PARTNERS AND STAFF

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

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 FAGEN FRIEDMAN & FULFROST, LLP.

Plan sponsor

Name

FAGEN FRIEDMAN & FULFROST, LLP

EIN