Farther Finance, Inc. 401(k) Plan: Login, Facts & Contact Information

Farther Finance, Inc. 401(k) Plan Facts

Plan name
FARTHER FINANCE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FARTHER FINANCE, INC.
Participants
128 (185 active employees)
Former employees with a balance
30
Plan assets
$6,977,551 at Dec 31, 2024
Average account balance
$34,204 across 204 accounts
Employer contributions
$658,865 in plan year 2024 (16% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.04 million went into the plan in contributions, $658,865 of it from the employer (16%).
  • $470,480 was paid out to participants.
  • Investment and other income added $696,412.
  • Administrative expenses were $4,766, about $23 per account.

How the Farther Finance, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$47,288$5,256$0
20206$168,149$29,391$16,850
202111$446,700$60,462$11,024
202232$1.20 million$191,729$125,707
202378$2.72 million$379,858$131,412
2024128$6.98 million$658,865$470,480

Farther Finance, Inc. 401(k) Contact Information

Phone
929-200-3834
Mailing address
575 MARKET STREET 4TH FLOOR, SAN FRANCISCO CA 94105
Plan sponsor
FARTHER FINANCE, INC.
Employer identification number (EIN)
83-4348882
Plan number
001

Questions about the Farther Finance, Inc. 401(k)

Does Farther Finance, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $658,865, 16% of all contributions.

Does the Farther Finance, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Farther Finance, Inc 401(k) plan?

128 participants at the start of plan year 2024, 185 of them active employees, and 30 former employees who still had money in the plan.

What is the average 401(k) balance at Farther Finance, Inc?

About $34,204 per account: $6.98 million in plan assets across 204 accounts with a balance at the end of plan year 2024.

Who manages the Farther Finance, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Farther Finance, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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