Original filing (PDF)20250915144031NAL0001487840001

THE FARWELL GROUP INC.

Name: THE FARWELL GROUP INC. — THE FARWELL GROUP INC.SECTION 401K PLAN, Form 5500 (2024)
Creator: THE FARWELL GROUP INC.

Form 5500-SF

FILING_RECEIVED

THE FARWELL GROUP INC.SECTION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 THE FARWELL GROUP INC..

Plan sponsor

Name

THE FARWELL GROUP INC.

EIN

72-0933927

Address

1214 NASHVILLE AVE · NEW ORLEANS, LA · 701154328

Phone

(504) 899-1244

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JAMES FARWELL

EIN

72-0933927

City

NEW ORLEANS, LA

Phone

(504) 899-1244

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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