How big is Abaris Financial Group LLC's plan?

Abaris Financial Group LLC's plan reported $183K in assets and 1 participants for 2024.

Original filing (PDF)20250731092346NAL0002947923001

Abaris Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Abaris Financial Group LLC 401(k) Plan

401(k) retirement plan · Abaris Financial Group LLC's Abaris Financial Group LLC 401(k) Plan held $183K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

Plan identifiers

Abaris Financial Group LLC's EIN is 04-3577032.

EIN 04-3577032

Plan number 001

Plan year 2024

ACK ID 20250731092346NAL0002947923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Abaris Financial Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ABARIS FINANCIAL GROUP LLC

EIN

all filings

Address

9 DAMONMILL SQUARE, SUITE 1F · CONCORD, MA · 01742

Phone

(978) 371-9649

Industry

Finance & Insurance

Plan administrator