How big is Farallon Consulting, LLC's plan?

Farallon Consulting, LLC's plan reported $19.0M in assets and 92 participants for 2024.

Original filing (PDF)20250911163726NAL0001702402001

Farallon Consulting, LLC

Name: Farallon Consulting, LLC — Farallon Consulting, LLC, Form 5500 (2024)
Creator: Farallon Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Farallon Consulting, LLC 401(k) Plan

401(k) retirement plan · Farallon Consulting, LLC's Farallon Consulting, LLC 401(k) Plan held $19.0M in plan assets for 92 participants in 2024, with Principal as recordkeeper.

Signals · 1

No ERISA fidelity bond

Active participants

Accounts w/ balance

138

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

People on this filing

YONG Lee signed Farallon Consulting, LLC's 2024 Form 5500 as plan administrator.

YONG Lee — 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

Farallon Consulting, LLC's EIN is 91-1942607.

EIN 91-1942607

Plan number 001

Plan year 2024

ACK ID 20250911163726NAL0001702402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

FARALLON CONSULTING, LLC

EIN

all filings

Address

13555 SE 36TH STREET · SUITE 320 · BELLEVUE, WA · 980061485

Phone

(425) 295-0828

Industry

Engineering Services· Professional & Technical Services

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	INVESTMENT ADVISORY	$22K	—
TRUTINA FINANCIAL

Investments

32 direct securities· $16.3M(85% of reported assets)

Common Collective Trusts

$6.0M

9 holdings

Other securities

$4.8M

8 holdings

Mutual Funds

$4.0M

13 holdings

U.S. Treasuries

$1.4M

1 holding

Bonds / Notes

$52K

1 holding

					% of plan
Principal Life Fixed Income Guaranteed Option Guaranteed interest account	Other securities	—	—	$3.8M	20.0%
Dodge & Cox Income Fund Mutual fund	Mutual Funds	—	—	$1.5M	8.1%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	7.6%
American Century Government Bond Fund Mutual fund	U.S. Treasuries	—	—	$1.4M	7.4%
Vanguard Value Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	7.2%
Vanguard Developed Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$1.2M	6.3%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$992K	5.2%
JP Morgan Emerging Markets Equity Fund Mutual fund	Other securities	—	—	$487K	2.6%
Vanguard Small-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$460K	2.4%
Vanguard Mid-Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$432K	2.3%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$406K	2.1%
Vanguard Small-Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$334K	1.8%
Vanguard Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$301K	1.6%
JPMorgan Mid Cap Growth Fund Mutual fund	Other securities	—	—	$295K	1.5%
Schwab Fundamental International Large Company Index Fund Mutual fund	Common Collective Trusts	—	—	$286K	1.5%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$261K	1.4%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$221K	1.2%
Vanguard FTSE Social Index Fund Mutual fund	Common Collective Trusts	—	—	$211K	1.1%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$178K	0.9%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$169K	0.9%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$97K	0.5%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$80K	0.4%
New Perspective Fund Mutual fund	Other securities	—	—	$55K	0.3%
Notes receivable from participants Mature through 2029, with interest between 9% - 9.5%	Bonds / Notes	—	—	$52K	0.3%
(E)	Other securities	—	—	$52K	0.3%
Principal Real Estate Securities Fund Mutual fund	Other securities	—	—	$39K	0.2%
Calvert Small Cap Fund Mutual fund	Other securities	—	—	$33K	0.2%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$17K	<0.1%
DFA Commodity Strategy Portfolio Mutual fund	Mutual Funds	—	—	$10K	<0.1%
Lord Abbett Short Duration Income Fund Mutual fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%
(E)	Other securities	—	—	$2K	<0.1%