How big is Satovsky Asset Management, LLC's plan?

Satovsky Asset Management, LLC's plan reported $3.5M in assets and 9 participants for 2024.

Original filing (PDF)20250527163647NAL0006242289001

Satovsky Asset Management, LLC

Name: Satovsky Asset Management, LLC — Satovsky Asset, Form 5500 (2024)
Creator: Satovsky Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satovsky Asset Management LLC 401(k) Plan

401(k) retirement plan · Satovsky Asset Management, LLC's Satovsky Asset Management LLC 401(k) Plan held $3.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

AVI BERG signed Satovsky Asset Management, LLC's 2024 Form 5500 as plan administrator.

AVI BERG — 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

Satovsky Asset Management, LLC's EIN is 20-8908189.

EIN 20-8908189

Plan number 001

Plan year 2024

ACK ID 20250527163647NAL0006242289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Satovsky Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Satovsky Asset Management, LLC's plan includes automatic enrollment, 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 SATOVSKY ASSET MANAGEMENT, 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