How big is Lotusgroup Advisors, LLC's plan?

Lotusgroup Advisors, LLC's plan reported $1.0M in assets and 14 participants for 2025.

Original filing (PDF)20260519134057NAL0001028401001

Lotusgroup Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Lotusgroup Advisors 401(k) Plan

401(k) retirement plan · Lotusgroup Advisors, LLC's Lotusgroup Advisors 401(k) Plan held $1.0M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Amanda Cohen signed Lotusgroup Advisors, LLC's 2025 Form 5500 as plan administrator.

Amanda Cohen — 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

Lotusgroup Advisors, LLC's EIN is 20-8115843.

EIN 20-8115843

Plan number 001

Plan year 2025

ACK ID 20260519134057NAL0001028401001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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