How big is Constellation Advisors' plan?

Constellation Advisors' plan reported $14K in assets and 28 participants for 2024.

Original filing (PDF)20251126140526NAL0002520451001

Constellation Advisors

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

Form 5500-SF

FILING_RECEIVED

Constellation Advisors SOCA Benefit Plan

Health & welfare plan · Constellation Advisors' Constellation Advisors SOCA Benefit Plan held $14K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

People on this filing

Matt Appenzeller signed Constellation Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Constellation Advisors' EIN is 26-3941439.

EIN 26-3941439

Plan number 501

Plan year 2024

ACK ID 20251126140526NAL0002520451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Constellation Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSTELLATION ADVISORS.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score