How big is Ackert Advisory Inc.'s plan?

Ackert Advisory Inc.'s plan reported $235K in assets and 11 participants for 2025.

Original filing (PDF)20260427220544NAL0009124977007

Ackert Advisory Inc.

Name: Ackert Advisory Inc. — Ackert Advisory 401(k) Plan, Form 5500 (2025)
Creator: Ackert Advisory Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ackert Advisory 401(k) Plan

401(k) retirement plan · Ackert Advisory Inc.'s Ackert Advisory 401(k) Plan held $235K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

People on this filing

Elantha Barry signed Ackert Advisory Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Ackert Advisory Inc.'s EIN is 20-1525349.

EIN 20-1525349

Plan number 001

Plan year 2025

ACK ID 20260427220544NAL0009124977007

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ackert Advisory Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ackert Advisory Inc.'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 ACKERT ADVISORY INC..

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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