· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FAULKNER CONSULTING GROUP, LLC — FAULKNER CONSULTING GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250422151053NAL0004446609001
FAULKNER CONSULTING GROUP, LLC
Form 5500-SF
FILING_RECEIVED
FAULKNER CONSULTING GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
47
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAULKNER CONSULTING GROUP, LLC
.
Find decision makers
Plan sponsor
Name
FAULKNER CONSULTING GROUP, LLC
EIN
45-4384594
Address
57 MAPLE AVENUE, SUITE 102 · BARRINGTON, RI · 02806
Phone
(401) 253-9720
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-04-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
BEAUTECH POWER SYSTEMS LLC
BEAUTECH POWER SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.6M · 15 participants
BETTINA TAYLOR MCBETH, DMD
BETTINA TAYLOR MCBETH, DMD RATE GROUP PROFIT SHARING PLAN AND TRUST
$4.6M · 6 participants
POLARIS SOFTWARE LLC
POLARIS SOFTWARE LLC 401K PLAN
$4.6M · 17 participants
BADGER INVENTORY SERVICE INC.
BADGER INVENTORY SERVICE INC. 401(K) PLAN
$4.6M · 44 participants
CFC SECURITY INC
CFC SECURITY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.6M · 124 participants
THE NEW ENGLAND COUNCIL
THE NEW ENGLAND COUNCIL 401K PLAN
$4.6M · 12 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
