· 2022–2024 · DOL EFAST2

FAIRPOINT WEALTH PARTNERS, INC. — FAIRPOINT WEALTH PARTNERS INC. CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20250305111138NAL0008489953001

FAIRPOINT WEALTH PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

FAIRPOINT WEALTH PARTNERS INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

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 FAIRPOINT WEALTH PARTNERS, INC..

Plan sponsor

Name

FAIRPOINT WEALTH PARTNERS, INC.

EIN

85-3829941all filings

Address

1882 S. WINTON RD · SUITE 7 · ROCHESTER, NY · 14618

Phone

(585) 450-3071

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Finance & Insurance plans

ETF PORTFOLIO PARTNERS INC

ETF PORTFOLIO PARTNERS INC 401(K) PROFIT SHARING PLAN

$787K · 5 participants

WOODSTONE FINANCIAL LLC

WOODSTONE FINANCIAL LLC 401K PROFIT SHARING PLAN

$787K · 1 participants

CARLSON WEALTH ADVISORS

CARLSON WEALTH ADVISORS CASH BALANCE PLAN

$787K · 1 participants

LIGHTSHIP CAPITAL MANAGEMENT, LLC

LIGHTSHIP CAPITAL MANAGEMENT, LLC 401(K) SAVINGS PLAN

$788K · 2 participants

CRAMER & RAUCHEGGER, INC

CRAMER & RAUCHEGGER, INC. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.