Fairbanks Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fairbanks Partners, LLC
  • Sponsor EIN: 474412267
  • Sponsor Address: 265 E ROLLINS STREET, ORLANDO, FL, 32804
  • Plan Type: 401(k)
  • Total Participants: 70
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202470$5.7M$608,599$430,039
202360$4.1M$550,314$436,964
202256$3.0M$88,317$388,640

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