How big is Advisor Perspectives Inc.'s plan?

Advisor Perspectives Inc.'s plan reported $300K in assets and 23 participants for 2023.

Original filing (PDF)20240722094830NAL0005717475001

Advisor Perspectives Inc.

Name: Advisor Perspectives Inc. — Advisor Perspectives, Form 5500 (2023)
Creator: Advisor Perspectives Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisor Perspectives Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Advisor Perspectives Inc.'s Advisor Perspectives Inc. 401(k) Profit Sharing Plan & Trust held $300K in plan assets for 23 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

People on this filing

Sally Huebscher signed Advisor Perspectives Inc.'s 2023 Form 5500 as plan administrator.

Sally Huebscher — 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

Advisor Perspectives Inc.'s EIN is 20-8579959.

EIN 20-8579959

Plan number 001

Plan year 2023

ACK ID 20240722094830NAL0005717475001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advisor Perspectives Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advisor Perspectives Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISOR PERSPECTIVES 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

Knocking points off