How big is Canby Financial Advisors, LLC's plan?

Canby Financial Advisors, LLC's plan reported $4.5M in assets and 12 participants for 2024.

Original filing (PDF)20251010111028NAL0012932384001

Canby Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Canby Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Canby Financial Advisors, LLC's Canby Financial Advisors, LLC 401(k) Plan held $4.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Richard Tatum signed Canby Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Canby Financial Advisors, LLC's EIN is 04-3440076.

EIN 04-3440076

Plan number 001

Plan year 2024

ACK ID 20251010111028NAL0012932384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Canby Financial 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 CANBY FINANCIAL 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