· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FAIROAK INDUSTRIES, LLC — FAIROAK INDUSTRIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717155924NAL0000882784001
FAIROAK INDUSTRIES, LLC
Form 5500-SF
FILING_RECEIVED
FAIROAK INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
55
Plan assets (EOY)
$256K
Net assets (EOY)
$256K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAIROAK INDUSTRIES, LLC
.
Find decision makers
Plan sponsor
Name
FAIROAK INDUSTRIES, LLC
EIN
84-4452358
Address
208 JANE CHAPMAN DR. EAST · NEWTOWN, PA · 18940
Phone
(267) 453-3162
Industry
Transportation & Warehousing
see 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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
DAIRYLAND TRANSPORTATION, LLC
DAIRYLAND TRANSPORTATION, LLC 401(K) PS PLAN
$256K · 29 participants
LANITA SPECIALIZED LLC
LANITA SPECIALIZED 401(K) PLAN
$257K · 26 participants
ALPINE TRANSPORTATION, INC.
ALPINE TRANSPORTATION 401(K) PLAN
$257K · 3 participants
FIDUCIARY WISE, LLC FBO LAKE TRANSPORT, INC.
MAKES SENSE 401K FIDUCIARY WISE, LLC
$258K · 11 participants
MID-CON CARRIERS CORPORATION
MID-CON CARRIERS CORPORATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
$254K · 95 participants
D.A.V.E. TRUCKING & SWEEPING, INC.
D.A.V.E. TRUCKING & SWEEPING, INC. 401(K) PLAN
$258K · 11 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B