How big is Advanced Portfolio Design LLC's plan?

Advanced Portfolio Design LLC's plan reported $479K in assets and 5 participants for 2024.

Original filing (PDF)20250527110830NAL0016986690001

Advanced Portfolio Design LLC

Name: Advanced Portfolio Design LLC — Advanced Portfolio, Form 5500 (2024)
Creator: Advanced Portfolio Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Portfolio Design LLC 401(k) Profit Sharing Plan and T

401(k) retirement plan · Advanced Portfolio Design LLC's Advanced Portfolio Design LLC 401(k) Profit Sharing Plan and T held $479K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

People on this filing

Peter Canniff signed Advanced Portfolio Design LLC's 2024 Form 5500 as plan administrator.

Peter Canniff — 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

Advanced Portfolio Design LLC's EIN is 20-5457214.

EIN 20-5457214

Plan number 001

Plan year 2024

ACK ID 20250527110830NAL0016986690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Portfolio Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Portfolio Design LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED PORTFOLIO DESIGN 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