How big is Fairpointe Planning's plan?

Fairpointe Planning's plan reported $192K in assets and 12 participants for 2025.

Original filing (PDF)20260430220805NAL0000227011024

Fairpointe Planning

Name: Fairpointe Planning — Fairpointe Planning 401(k), Form 5500 (2025)
Creator: Fairpointe Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fairpointe Planning 401(k) Plan

401(k) retirement plan · Fairpointe Planning's Fairpointe Planning 401(k) Plan held $192K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Elantha Barry signed Fairpointe Planning's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fairpointe Planning's EIN is 83-2576828.

EIN 83-2576828

Plan number 001

Plan year 2025

ACK ID 20260430220805NAL0000227011024

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fairpointe Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAIRPOINTE PLANNING.

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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