Original filing (PDF)20250306095207NAL0010109505001

FAULK AND FOSTER REAL ESTATE, INC.

Name: FAULK AND FOSTER REAL ESTATE, INC. — 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAULK AND FOSTER REAL ESTATE, INC., Form 5500 (2024)
Creator: FAULK AND FOSTER REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAULK AND FOSTER REAL ESTATE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 FAULK AND FOSTER REAL ESTATE, INC..

Plan sponsor

Name

FAULK AND FOSTER REAL ESTATE, INC.

EIN

72-0812903

Address

PO BOX 1371 · WEST MONROE, LA · 71294

Phone

(318) 325-4666

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-06

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TM CROWLEY & ASSOCIATES, LLC

TM CROWLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

$3.1M · 10 participants

JESSE REAL ESTATE, INC.

JESSE REAL ESTATE, INC. PROFIT SHARING 401K PLAN

$3.1M · 1 participants

DAKOTA COMMERCIAL & DEVELOPMENT CO.

DAKOTA COMMERCIAL & DEVELOPMENT CO. 401(K)

$3.1M · 19 participants

VH HISTORICAL 2 CORP.

VINCENT HORCASITAS PENSION PLAN

$3.1M · 2 participants

WILLIAM PITT REAL ESTATE L.L.C.

WILLIAM PITT REAL ESTATE LLC. 401(K) SAVINGS PLAN