How big is Pondera Advisors, LLC's plan?

Pondera Advisors, LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250620091428NAL0003768689001

Pondera Advisors, LLC

Name: Pondera Advisors, LLC — Pondera Advisors 401(k) Plan, Form 5500 (2024)
Creator: Pondera Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pondera Advisors 401(k) Plan

401(k) retirement plan · Pondera Advisors, LLC's Pondera Advisors 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Angela Day signed Pondera Advisors, LLC's 2024 Form 5500 as plan administrator.

Angela Day — 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

Pondera Advisors, LLC's EIN is 20-4885252.

EIN 20-4885252

Plan number 001

Plan year 2024

ACK ID 20250620091428NAL0003768689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pondera Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PONDERA 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score