· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FARMER, FUQUA & HUFF, P.C. — FARMER, FUQUA & HUFF, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930221450NAL0017059379001
FARMER, FUQUA & HUFF, P.C.
Form 5500-SF
FILING_RECEIVED
FARMER, FUQUA & HUFF, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
23
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
FARMER, FUQUA & HUFF, P.C.
.
Find decision makers
Plan sponsor
Name
FARMER, FUQUA & HUFF, P.C.
EIN
75-2599166
Address
2435 NORTH CENTRAL EXPRESSWAY, · SUITE 700 · RICHARDSON, TX · 75080
Phone
(214) 473-8000
Industry
CPA Offices
· Professional & Technical Services
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
2025-09-30
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 CPA Offices plans
IRVINE & COMPANY, CPAS LLC
IRVINE AND COMPANY, CPAS LLC PROFIT SHARING PLAN AND TRUST
$6.2M · 35 participants
RHODES & ASSOCIATES, PLLC
PATRICK RHODES & ASSOCIATES, PLLC 401K PROFIT SHARING PLAN &
$6.2M · 24 participants
JEFFREY W. KROL & ASSOC LTD
JEFFREY W. KROL & ASSOC LTD. 401(K) PROFIT SHARING PLAN & TRUST
$6.2M · 18 participants
CERINI & ASSOCIATES LLP
CERINI & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST
$6.2M · 76 participants
OLSEN, MUHLBAUER & CO., L.L.P.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN
$6.2M · 10 participants
ROCHE, SCHOLZ, ROCHE & WALSH, LTD.
ROCHE, SCHOLZ, ROCHE & WALSH, LTD. EMPLOYEES' THRIFT PLAN
$6.2M · 10 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants