How big is Headset Advisor's plan?

Headset Advisor's plan reported $1.8M in assets and 8 participants for 2025.

Original filing (PDF)20260406220128NAL0004589859027

Headset Advisor

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

Form 5500-SF

FILING_RECEIVED

Headset Advisor 401(k) Plan

401(k) retirement plan · Headset Advisor's Headset Advisor 401(k) Plan held $1.8M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Elantha Barry signed Headset Advisor'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

Headset Advisor's EIN is 20-2090061.

EIN 20-2090061

Plan number 001

Plan year 2025

ACK ID 20260406220128NAL0004589859027

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Headset Advisor'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 HEADSET ADVISOR.

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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 (99th percentile).

Plan sponsor

Name

HEADSET ADVISOR

EIN

all filings

Address

3065 KILGORE RD · RANCHO CORDOVA, CA · 95670

Phone

(800) 683-5715

Industry

Retail Trade

Plan administrator