How big is Faubourg Private Wealth, LLC's plan?

Faubourg Private Wealth, LLC's plan reported $382K in assets and 8 participants for 2024.

Original filing (PDF)20250718134102NAL0002667728001

Faubourg Private Wealth, LLC

Name: Faubourg Private Wealth, LLC — Faubourg Private, Form 5500 (2024)
Creator: Faubourg Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Faubourg Private Wealth 401(k) & Profit Sharing Plan

401(k) retirement plan · Faubourg Private Wealth, LLC's Faubourg Private Wealth 401(k) & Profit Sharing Plan held $382K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

People on this filing

Brittany Hritz signed Faubourg Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Brittany Hritz — 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

Faubourg Private Wealth, LLC's EIN is 47-3370617.

EIN 47-3370617

Plan number 001

Plan year 2024

ACK ID 20250718134102NAL0002667728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Faubourg Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Faubourg Private Wealth, LLC'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 FAUBOURG PRIVATE WEALTH, 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