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Original filing (PDF)20250821124102NAL0008245042001
FAR WEST SERVICES, LLC
Form 5500
FILING_RECEIVED
FAR WEST SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,427
Accounts w/ balance
182
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAR WEST SERVICES, LLC.
Plan sponsor
Name
FAR WEST SERVICES, LLC
EIN
83-3343839
Address
1675 SCENIC AVENUE · SUITE #150 · COSTA MESA, CA · 92626
Phone
(714) 868-7002
Industry
Accommodation & Food Servicessee 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
2025-08-21
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| BEACON POINTE ADVISORS | 47-0848703 | — | SERVICE PROVIDER | $0 | — |
Investments
15 direct securities · 13 pooled funds· $2.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.8M
13 holdings
Uncategorized
$895K
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS AMERICAN FUNDS 2040 FUND WILMINGTON TRUST FUNDS · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $442K | 16.1% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND WILMINGTON TRUST FUNDS · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $346K | 12.6% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND WILMINGTON TRUST FUNDS · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $319K | 11.6% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $309K | 11.2% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND WILMINGTON TRUST FUNDS · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $294K | 10.7% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND WILMINGTON TRUST FUNDS · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $222K | 8.1% | |
| (Held at End of Year) FAR WEST SERVICES, LLC 401(K) PLAN EIN#83-3343839 Plan# 001 Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $170K | 6.2% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $112K | 4.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $103K | 3.8% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $11 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $85K | 3.1% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND WILMINGTON TRUST FUNDS · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $78K | 2.8% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND WILMINGTON TRUST FUNDS · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $77K | 2.8% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND WILMINGTON TRUST FUNDS · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $50K | 1.8% | |
| party date,rate of interest, collateral, par, or maturity date American Funds New World R6 Registered Investment Company | — | — | — | $24K | 0.9% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | — | — | — | $19K | 0.7% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $19K | 0.7% | |
| JPMorgan Small Cap Equity F R6 Registered Investment Company | — | — | — | $14K | 0.5% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | — | — | — | $12K | 0.5% | |
| METLIFE STABLE VALUE FUND SERIES RELIANCE TRUST STABLE VALUE FUND · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $12K | 0.4% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $9K | 0.3% | |
| PGIM Total Return Bond Fund R6 Registered Investment Company | — | — | — | $8K | 0.3% | |
| MYCOMPASS AMERICAN FUNDS 2015 WILMINGTON TRUST FUNDS · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $7K | 0.3% | |
| Putnam Global Income Trust R6 Registered Investment Company | — | — | — | $5K | 0.2% | |
| MFS Research Intl Fund R6 Registered Investment Company | — | — | — | $5K | 0.2% | |
| Carillon Scout Mid Cap Cl R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND WILMINGTON TRUST FUNDS · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2020 WILMINGTON TRUST FUNDS · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $564 | <0.1% |
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