How big is Fearnley Securities, Inc.'s plan?

Fearnley Securities, Inc.'s plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260122122947NAL0005659777001

Fearnley Securities, Inc.

Name: Fearnley Securities, Inc. — Fearnley Securities, Form 5500 (2025)
Creator: Fearnley Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fearnley Securities 401(k) Plan

401(k) retirement plan · Fearnley Securities, Inc.'s Fearnley Securities 401(k) Plan held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jason FINK signed Fearnley Securities, Inc.'s 2025 Form 5500 as plan administrator.

Jason FINK — 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

Fearnley Securities, Inc.'s EIN is 47-2271662.

EIN 47-2271662

Plan number 001

Plan year 2025

ACK ID 20260122122947NAL0005659777001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fearnley Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fearnley Securities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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