Original filing (PDF)20250601111609NAL0006013843001

TELFER, FAHERTY & ANDERSON, PLLC

Name: TELFER, FAHERTY & ANDERSON, PLLC — 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF TELFER, FAHERTY & ANDERSON, PLLC, Form 5500 (2023)
Creator: TELFER, FAHERTY & ANDERSON, PLLC

Form 5500-SF

FILING_RECEIVED

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF TELFER, FAHERTY & ANDERSON, PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELFER, FAHERTY & ANDERSON, PLLC.

Plan sponsor

Name

TELFER, FAHERTY & ANDERSON, PLLC

EIN

59-1790954

Address

815 SOUTH WASHINGTON AVENUE SUITE 2 · TITUSVILLE, FL · 32780

Phone

(321) 269-6833

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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