How big is Fahey Associates, LLC's plan?

Fahey Associates, LLC's plan reported $547K in assets and 3 participants for 2024.

Original filing (PDF)20250703150927NAL0000278595001

Fahey Associates, LLC

Name: Fahey Associates, LLC — Fahey Associates, LLC 401(k), Form 5500 (2024)
Creator: Fahey Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fahey Associates, LLC 401(k) Plan

401(k) retirement plan · Fahey Associates, LLC's Fahey Associates, LLC 401(k) Plan held $547K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

Plan identifiers

Fahey Associates, LLC's EIN is 82-2833008.

EIN 82-2833008

Plan number 001

Plan year 2024

ACK ID 20250703150927NAL0000278595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fahey Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fahey Associates, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FAHEY ASSOCIATES, LLC

EIN

all filings

Address

135 GREENMEADOW WAY · PALO ALTO, CA · 94306

Phone

(650) 793-0721

Industry

Educational Services

Plan administrator