How big is First National Advisors LLC's plan?

First National Advisors LLC's plan reported $6.0M in assets and 8 participants for 2024.

Original filing (PDF)20250607085723NAL0013219441001

First National Advisors LLC

Name: First National Advisors LLC — First National, Form 5500 (2024)
Creator: First National Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First National Advisors Profit Sharing Plan

401(k) retirement plan · First National Advisors LLC's First National Advisors Profit Sharing Plan held $6.0M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Michael Hebert signed First National Advisors LLC's 2024 Form 5500 as plan administrator.

Michael Hebert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First National Advisors LLC's EIN is 04-2541452.

EIN 04-2541452

Plan number 001

Plan year 2024

ACK ID 20250607085723NAL0013219441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First National Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First National Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST NATIONAL ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score