Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$3.0M
Filings through .
2 plans aggregated / $3.5M assets / 21 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FAIRWINDS PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.0M | 17 | 2025 |
| #002 | FAIRWINDS PARTNERS LLC CASH BALANCE PLAN | Cash balance | $558K | 4 | 2025 |