How big is Farwell Project Advisors, LLC's plan?

Farwell Project Advisors, LLC's plan reported $6.3M in assets and 54 participants for 2025.

Original filing (PDF)20260508090209NAL0006667794001

Farwell Project Advisors, LLC

Name: Farwell Project Advisors, LLC — Farwell Project, Form 5500 (2025)
Creator: Farwell Project Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Farwell Project Advisors, LLC 401(k) PS Plan

401(k) retirement plan · Farwell Project Advisors, LLC's Farwell Project Advisors, LLC 401(k) PS Plan held $6.3M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Tiffany Andrews signed Farwell Project Advisors, LLC's 2025 Form 5500 as plan administrator.

Tiffany Andrews — 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

Farwell Project Advisors, LLC's EIN is 46-2604294.

EIN 46-2604294

Plan number 001

Plan year 2025

ACK ID 20260508090209NAL0006667794001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Farwell Project Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Farwell Project Advisors, LLC's 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 FARWELL PROJECT ADVISORS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

FARWELL PROJECT ADVISORS, LLC

EIN

all filings

Address

1228 E WASHINGTON AVE · MADISON, WI · 53703

Phone

(608) 535-6546

Industry

Professional & Technical Services

Plan administrator