How big is Broadstone Advisors, LLC's plan?

Broadstone Advisors, LLC's plan reported $586K in assets and 8 participants for 2024.

Original filing (PDF)20250731092401NAL0005042977001

Broadstone Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Broadstone Advisors, LLC 401(k) Plan

401(k) retirement plan · Broadstone Advisors, LLC's Broadstone Advisors, LLC 401(k) Plan held $586K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

People on this filing

Todd McDonald signed Broadstone Advisors, LLC's 2024 Form 5500 as plan administrator.

Todd McDonald — 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

Broadstone Advisors, LLC's EIN is 26-3553987.

EIN 26-3553987

Plan number 001

Plan year 2024

ACK ID 20250731092401NAL0005042977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Broadstone Advisors, 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 BROADSTONE ADVISORS, 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