How big is Floyd Advisory LLC's plan?

Floyd Advisory LLC's plan reported $5.1M in assets and 28 participants for 2024.

Original filing (PDF)20250930113454NAL0013145744001

Floyd Advisory LLC

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

Form 5500-SF

FILING_RECEIVED

Floyd Advisory LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Floyd Advisory LLC's Floyd Advisory LLC 401(k) Profit Sharing Plan held $5.1M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Floyd Advisory LLC's EIN is 26-3762709.

EIN 26-3762709

Plan number 001

Plan year 2024

ACK ID 20250930113454NAL0013145744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Floyd 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 FLOYD 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