How big is Payne Advisory, LLC's plan?

Payne Advisory, LLC's plan reported $3.5M in assets and 16 participants for 2024.

Original filing (PDF)20250626132654NAL0008616833001

Payne Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

Payne Advisory LLC 401(k) Plan

401(k) retirement plan · Payne Advisory, LLC's Payne Advisory LLC 401(k) Plan held $3.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Elizabeth Blair PACK signed Payne Advisory, LLC's 2024 Form 5500 as plan administrator.

Elizabeth Blair PACK — 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

Payne Advisory, LLC's EIN is 26-2342994.

EIN 26-2342994

Plan number 001

Plan year 2024

ACK ID 20250626132654NAL0008616833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Payne Advisory, LLC's plan includes 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 PAYNE 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