Original filing (PDF)20241024051027NAL0001092402001

FAR West Fungi Inc.

Name: FAR West Fungi Inc. — FAR West Fungi Inc. - 401(k), Form 5500 (2023)
Creator: FAR West Fungi Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

FAR West Fungi Inc. - 401(k)

401(k) retirement plan · FAR West Fungi Inc.'s FAR West Fungi Inc. - 401(k) held $1.2M in plan assets for 122 participants in 2023, with ADP as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

122

Accounts w/ balance

203

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAR WEST FUNGI INC.

Plan sponsor

Name

FAR WEST FUNGI INC

EIN

46-5764018all filings

Address

390 SWIFT AVE STE 11 · SOUTH SAN FRANCISC, CA · 94080

Phone

(650) 871-0786

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-24

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$5K	—

Investments

19 direct securities· $1.2M(100% of reported assets)

					% of plan
FID FREEDOM INDEX 2045 PREMIER	Registered Investment Companies	—	—	$218K	17.8%
FID FREEDOM INDEX 2055 PREMIER	Registered Investment Companies	—	—	$193K	15.8%
FID FREEDOM INDEX 2060 PREMIER	Registered Investment Companies	—	—	$178K	14.6%
FID FREEDOM INDEX 2050 PREMIER	Registered Investment Companies	—	—	$150K	12.2%
FID FREEDOM INDEX 2040 PREMIER	Registered Investment Companies	—	—	$105K	8.5%
FID FREEDOM INDEX 2035 PREMIER	Registered Investment Companies	—	—	$103K	8.4%
VANGUARD SM CAP VAL INDEX ADM	Registered Investment Companies	—	—	$73K	6.0%
FID FREEDOM INDEX 2025 PREMIER 518 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER	Registered Investment Companies	—	—	$47K	3.9%
TIAA-CREF SC BLEND INDEX INST	Registered Investment Companies	—	—	$35K	2.8%
T ROWE PRICE OVERSEAS STOCK	Registered Investment Companies	—	—	$33K	2.7%
FID FREEDOM INDEX 2065 PREMIER	Registered Investment Companies	—	—	$28K	2.3%
AMF GROWTH FUND OF AMERICA R6	Registered Investment Companies	—	—	$11K	0.9%
T. ROWE PRICE DIVIDEND GR I	Registered Investment Companies	—	—	$11K	0.9%
JPMORGAN EQUITY INCOME FUND R6	Registered Investment Companies	—	—	$10K	0.8%
STATE ST EQUITY 500 INDEX K	Registered Investment Companies	—	—	$9K	0.8%
JANUS HENDERSON TRITON FUND N	Registered Investment Companies	—	—	$9K	0.7%
VANGUARD INTERMEDIATE TERM BON	Registered Investment Companies	—	—	$4K	0.3%
FID FREEDOM INDEX 2020 PREMIER	Registered Investment Companies	—	—	$4K	0.3%
VANGUARD SMALL CAP INDEX ADMRL	Registered Investment Companies	—	—	$3K	0.2%