· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
F & W MANAGEMENT, L.C. — F & W MANAGEMENT LC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003101546NAL0000748995001
F & W MANAGEMENT, L.C.
Form 5500-SF
FILING_RECEIVED
F & W MANAGEMENT LC RETIREMENT PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
23
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
F & W MANAGEMENT, L.C.
.
Find decision makers
Plan sponsor
Name
F & W MANAGEMENT, L.C.
EIN
54-1693226
Address
PO BOX 20809 · ROANOKE, VA · 24018
Phone
(540) 774-1641
Industry
Real Estate
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
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
PAPPAS PROPERTIES INC.
PAPPAS PROPERTIES INC. 401(K) PLAN
$1.2M · 15 participants
AVALON NONPROFIT HOUSING CORPORATION
AVALON HOUSING 403(B) PLAN
$1.2M · 126 participants
MONTE VISTA COMPANY
MONTE VISTA COMPANY DEFINED BENEFIT PENSION PLAN
$1.2M · 1 participants
RENAISSANCE CORPORATION OF ALBAN
RENAISSANCE CORPORATION 401K
$1.3M · 6 participants
FOX MANAGEMENT SERVICE INC
FOX MANAGEMENT SERVICE INC
$1.2M · 46 participants
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.
PETER N G SCHWARTZ MANAGEMENT COMPANY
PETER N.G. SCHWARTZ MANAGEMENT COMPANY, INC 401(K) PLAN
$1.3M · 19 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
