How big is Poulos Advisors, Inc.'s plan?

Poulos Advisors, Inc.'s plan reported $555K in assets and 3 participants for 2025.

Original filing (PDF)20260512125520NAL0006810961001

Poulos Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Poulos Advisors, Inc. 401(k) Plan

401(k) retirement plan · Poulos Advisors, Inc.'s Poulos Advisors, Inc. 401(k) Plan held $555K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

Plan identifiers

Poulos Advisors, Inc.'s EIN is 20-5638997.

EIN 20-5638997

Plan number 001

Plan year 2025

ACK ID 20260512125520NAL0006810961001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Poulos Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POULOS ADVISORS, INC..

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