How big is Fairway Wealth, LLC's plan?

Fairway Wealth, LLC's plan reported $5.5M in assets and 20 participants for 2024.

Original filing (PDF)20251006124553NAL0003653377001

Fairway Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Fairway Wealth, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fairway Wealth, LLC's Fairway Wealth, LLC 401(k) Profit Sharing Plan & Trust held $5.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

C.J. Avarello signed Fairway Wealth, LLC's 2024 Form 5500 as plan administrator.

C.J. Avarello — 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

Fairway Wealth, LLC's EIN is 85-2983885.

EIN 85-2983885

Plan number 001

Plan year 2024

ACK ID 20251006124553NAL0003653377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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