How big is Adelson & Company PC's plan?

Adelson & Company PC's plan reported $6.1M in assets and 24 participants for 2025.

Original filing (PDF)20260218064653NAL0006642737001

Adelson & Company PC

Name: Adelson & Company PC — Adelson & Company PC 401(k), Form 5500 (2025)
Creator: Adelson & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adelson & Company PC 401(k) Retirement Plan

401(k) retirement plan · Adelson & Company PC's Adelson & Company PC 401(k) Retirement Plan held $6.1M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Adelson & Company PC's EIN is 20-5711238.

EIN 20-5711238

Plan number 001

Plan year 2025

ACK ID 20260218064653NAL0006642737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Adelson & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Adelson & Company PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADELSON & COMPANY PC.

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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