Original filing (PDF)20250707145704NAL0009262306001

FAHR LLC

Name: FAHR LLC — FAHR LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FAHR LLC

Form 5500-SF

FILING_RECEIVED

FAHR LLC 401(K) PROFIT SHARING PLAN & TRUST

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 FAHR LLC.

Plan sponsor

Name

FAHR LLC

EIN

80-0876137

Address

111 SUTTER ST FL 10 · SAN FRANCISCO, CA · 941044527

Phone

(415) 544-1891

Industry

Finance & Insurancesee 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

2025-07-07

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 Finance & Insurance plans

KEILLOR CAPITAL, INC.

KEILLOR CAPITAL, INC. CASH BALANCE PLAN

$1.9M · 5 participants

CATALYST CONTROLS, LLC

CATALYST CONTROLS 401(K) PLAN

$1.9M · 4 participants

LIFELONG WEALTH ADVISORS INC

$1.9M · 9 participants

BROWNING CAPITAL MANAGEMENT LLC

BROWNING CAPITAL MANAGEMENT PROFIT SHARING PLAN

$1.9M · 5 participants

OLD CITY PARTNERS, LLC

OLD CITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 9 participants