How big is Michael Torrey Associates, LLC's plan?

Michael Torrey Associates, LLC's plan reported $3.7M in assets and 14 participants for 2025.

Original filing (PDF)20260511134522NAL0005796785001

Michael Torrey Associates, LLC

Name: Michael Torrey Associates, LLC — Michael Torrey, Form 5500 (2025)
Creator: Michael Torrey Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Torrey Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Michael Torrey Associates, LLC's Michael Torrey Associates, LLC 401(k) Profit Sharing Plan held $3.7M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Michael Torrey Associates, LLC's EIN is 20-2733717.

EIN 20-2733717

Plan number 101

Plan year 2025

ACK ID 20260511134522NAL0005796785001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Torrey Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Torrey Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL TORREY ASSOCIATES, LLC.

Finding similar companies…

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 (85th percentile).

Plan sponsor

Name

MICHAEL TORREY ASSOCIATES, LLC

EIN

all filings

Address

50 F STREET, NW · SUITE 650 · WASHINGTON, DC · 20001

Phone

(202) 544-5084

Industry

Professional & Technical Services

Plan administrator