How big is Adison & Partners, LLC's plan?

Adison & Partners, LLC's plan reported $4.0M in assets and 16 participants for 2025.

Original filing (PDF)20260327153214NAL0010038496001

Adison & Partners, LLC

Name: Adison & Partners, LLC — Adison & Partners 401(k), Form 5500 (2025)
Creator: Adison & Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adison & Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Adison & Partners, LLC's Adison & Partners 401(k) Profit Sharing Plan held $4.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Mary Olsen signed Adison & Partners, LLC's 2025 Form 5500 as plan administrator.

Mary Olsen — 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

Adison & Partners, LLC's EIN is 20-1058591.

EIN 20-1058591

Plan number 001

Plan year 2025

ACK ID 20260327153214NAL0010038496001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Adison & Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Adison & Partners, 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 ADISON & PARTNERS, 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 (97th percentile).

Plan sponsor

Name

ADISON & PARTNERS, LLC

EIN

all filings

Address

6 CAMPUS DRIVE SUITE 200 · PARSIPPANY, NJ · 07054

Phone

(973) 539-0072

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator