Original filing (PDF)20250722141212NAL0001417523001

FAIR OAKS CAPITAL US LP

Name: FAIR OAKS CAPITAL US LP — FAIR OAKS CAPITAL US LP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FAIR OAKS CAPITAL US LP

Form 5500-SF

FILING_RECEIVED

FAIR OAKS CAPITAL US LP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAIR OAKS CAPITAL US LP.

Plan sponsor

Name

FAIR OAKS CAPITAL US LP

EIN

81-1475342all filings

Address

152 W 57TH ST FL 25 · NEW YORK, NY · 100193341

Phone

(212) 973-8202

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PAUL CRAWFORD SOLE PROPRIETORSHIP

UP BENEFITS RETIREMENT PLAN

$498K · 5 participants

AFO LIMITED, LLC

AFO LIMITED, LLC CASH BALANCE PLAN

$498K · 1 participants

GRUNDEY2 INVESTMENTS, LLC DBA NCHANNEL

GRUNDEY2 INVESTMENTS, LLC CASH BALANCE PLAN

$498K · 11 participants

DEEN CATTLE, DBA BURNETT COMMODITITES

BURNETT COMMODITIES CASH BALANCE PLAN

$498K · 7 participants

PALATINE HILL LLC

PALATINE HILL LLC 401(K) PLAN

$498K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.