How big is FW Group, LLC's plan?

FW Group, LLC's plan reported $18K in assets and 27 participants for 2024.

Original filing (PDF)20250327175638NAL0012632259001

FW Group, LLC

Name: FW Group, LLC — Home EAT Retirement Plan, Form 5500 (2024)
Creator: FW Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home EAT Retirement Plan

401(k) retirement plan · FW Group, LLC's Home EAT Retirement Plan held $18K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Zhaokun YANG signed FW Group, LLC's 2024 Form 5500 as plan administrator.

Zhaokun YANG — 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

FW Group, LLC's EIN is 92-1961738.

EIN 92-1961738

Plan number 001

Plan year 2024

ACK ID 20250327175638NAL0012632259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FW GROUP, LLC

EIN

all filings

Address

20588 STEVENS CREEK BLVD · CUPERTINO, CA · 95014

Phone

(917) 587-8963

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

MP Syndicate 1 LLC

MP Syndicate 1 LLC 401(k)

$18K · 45 participants

Griddle Cafe

The Griddle Cafe

$18K · 36 participants

Sweet Occasion Inc.

Sweet Occasion Inc. 401(k) Profit Sharing Plan & Trust

$18K · 5 participants

Vesper Hills Golf Club

Vesper Hills Golf Club 401(k) Plan

$18K · 63 participants

Farmer Boys ATSP, Inc.

Farmer Boys ATSP Inc. 401(k) Plan

$18K · 34 participants

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