How big is Precision Capital Advisors, LLC's plan?

Precision Capital Advisors, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251001131619NAL0021031266001

Precision Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Precision Capital Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Precision Capital Advisors, LLC's Precision Capital Advisors, LLC Cash Balance Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

LEX Sokolsky signed Precision Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

LEX Sokolsky — 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

Precision Capital Advisors, LLC's EIN is 20-0895670.

EIN 20-0895670

Plan number 002

Plan year 2024

ACK ID 20251001131619NAL0021031266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Precision Capital Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECISION CAPITAL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score