# Fairwood Brands, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fairwood-brands-llc-401k-plan

> Fairwood Brands, LLC's 401(k) plan: 417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fairwood Brands, LLC

- **Sponsor EIN:** 920924070

- **Sponsor Address:** 330 W. SPRING ST, STE 200, COLUMBUS, OH, 43215

- **Plan Type:** 401(k)

- **Total Participants:** 417

- **Total Assets:** $12.3M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|417|$12.3M|$339,367|$684,332|

| 2023|331|$10.2M|$188,874|$399,578|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RAYMOND JAMES AND ASSOCIATES|INVESTMENT ADVISORY-PLAN|$20,870|—|$20,870|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$19,738|—|$19,738|

| MCCURDY & ASSOCIATES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES AND ASSOCIATES](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MCCURDY & ASSOCIATES, INC.](https://planprovider.pro/provider/mccurdy-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,608

- **Estimated Expense Ratio:** 0.329% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$44,572|—|—|—|—|

| 2023|$13,789|$3,272|—|—|—|

## Similar Plans

- [Schill Landscaping And Lawn Care Services, LLC](https://planprovider.pro/companies/schill-landscaping-401k-plan) — 657 participants

- [The Davey Tree Expert Company](https://planprovider.pro/companies/the-davey-tree-expert-company-401k-plan) — 7,923 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fairwood-brands-llc-401k-plan)

© 2026 PlanProvider.Pro