How big is The Executive Advisory, LLC's plan?

The Executive Advisory, LLC's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250909103110NAL0020103505001

The Executive Advisory, LLC

Name: The Executive Advisory, LLC — Executive Advisory, Form 5500 (2024)
Creator: The Executive Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Executive Advisory, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Executive Advisory, LLC's Executive Advisory, LLC 401(k) Profit Sharing Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

The Executive Advisory, LLC's EIN is 20-8257499.

EIN 20-8257499

Plan number 001

Plan year 2024

ACK ID 20250909103110NAL0020103505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Executive Advisory, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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