How big is AKA Advisory, LLC's plan?

AKA Advisory, LLC's plan reported $7.0M in assets and 46 participants for 2024.

Original filing (PDF)20251010120208NAL0008111569001

AKA Advisory, LLC

Name: AKA Advisory, LLC — AKA Advisory, LLC 401(k) Profit, Form 5500 (2024)
Creator: AKA Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AKA Advisory, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · AKA Advisory, LLC's AKA Advisory, LLC 401(k) Profit Sharing Plan held $7.0M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

AKA Advisory, LLC's EIN is 26-0645306.

EIN 26-0645306

Plan number 001

Plan year 2024

ACK ID 20251010120208NAL0008111569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AKA Advisory, LLC'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 AKA ADVISORY, LLC.

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

Helping the score