Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAIR SOURCE GROUP, LLC
EIN 27-2016769Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$680K assets
Welfare
0
Participants
10
1723 SOUTH DRIVE - SARASOTA, FL 34239925-984-3348
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $680K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FAIR SOURCE GROUP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$665K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAIR SOURCE GROUP PROFIT SHARING PLAN
401k
Assets$15K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FAIR SOURCE GROUP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $665K | 5 | 2024 | |
| 001 | FAIR SOURCE GROUP PROFIT SHARING PLAN | 401k | $15K | 5 | 2024 |
Retirement plans
Welfare plans