How big is TAP Advisors LLC's plan?

TAP Advisors LLC's plan reported $3.3M in assets and 12 participants for 2024.

Original filing (PDF)20250902161732NAL0014578033001

TAP Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

TAP Advisors LLC Profit Sharing Plan

Defined-contribution retirement plan · TAP Advisors LLC's TAP Advisors LLC Profit Sharing Plan held $3.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Frederick Terry signed TAP Advisors LLC's 2024 Form 5500 as plan administrator.

Frederick Terry — 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

TAP Advisors LLC's EIN is 27-0645708.

EIN 27-0645708

Plan number 001

Plan year 2024

ACK ID 20250902161732NAL0014578033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TAP Advisors LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

Knocking points off