· 2022–2024 · DOL EFAST2

Farley & Partners LLP — Farley & Partners LLP Cash, Form 5500 (2025)

Original filing (PDF)20260307202333NAL0000213297001

Farley & Partners LLP

Form 5500-SF

FILING_RECEIVED

Farley & Partners LLP Cash Balance Plan

Defined-benefit pension plan · Farley & Partners LLP's Farley & Partners LLP Cash Balance Plan held $3.0M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FARLEY & PARTNERS LLP

EIN

84-2262430all filings

Address

21 WATERWAY AVENUE SUITE 300 · THE WOODLANDS, TX · 77380

Phone

(713) 231-7123

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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