How big is Persium Advisors, LLC's plan?

Persium Advisors, LLC's plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20250708142835NAL0002313907001

Persium Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Persium Advisors, LLC. Retirement Trust

401(k) retirement plan · Persium Advisors, LLC's Persium Advisors, LLC. Retirement Trust held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Alison Gould signed Persium Advisors, LLC's 2024 Form 5500 as plan administrator.

Alison Gould — 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

Persium Advisors, LLC's EIN is 11-3695054.

EIN 11-3695054

Plan number 001

Plan year 2024

ACK ID 20250708142835NAL0002313907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Persium 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 PERSIUM 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

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 (85th percentile).

Plan sponsor

Name

PERSIUM ADVISORS, LLC

EIN

all filings

Address

2100 RIVEREDGE PARKWAY · SUITE 1230 · ATLANTA, GA · 30328

Phone

(678) 322-3000

Industry

Finance & Insurance

Plan administrator