5500 Analyzer
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Original filing (PDF)20250218133143NAL0002585475001

FAR PROPERTIES INC

Form 5500
FILING_RECEIVED
FAR PROPERTIES AND ASSOCIATED COMPANIES 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
23
Plan assets (EOY)
Net assets (EOY)
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAR PROPERTIES INC.
Plan sponsor
Name
FAR PROPERTIES INC
EIN
66-0712142
Address
P O BOX 362408 · SAN JUAN, PR · 00936
Phone
(787) 763-3776
Industry
Real Estatesee 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
2025-02-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
CONSULTIVA WEALTH MANAGEMENT CORPSAN JUAN, PRINVESTMENT MANAGER$14K
Other
2
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANYGREENWOOD VILLAGE, CORECORDKEPER$402
ENVESTNET RETIREMENT SOLUTIONS LLCDENVER, COOTHER$327

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.