How big is Financial Life Advisors LLC's plan?

Financial Life Advisors LLC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250620172339NAL0004109617001

Financial Life Advisors LLC

Name: Financial Life Advisors LLC — FLA 401(k) Plan, Form 5500 (2024)
Creator: Financial Life Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FLA 401(k) Plan

401(k) retirement plan · Financial Life Advisors LLC's FLA 401(k) Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Heather Stewart signed Financial Life Advisors LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Financial Life Advisors LLC's EIN is 20-0201132.

EIN 20-0201132

Plan number 001

Plan year 2024

ACK ID 20250620172339NAL0004109617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL LIFE 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