Original filing (PDF)20241029185425NAL0002888531001

TAP Advisors LLC

Name: TAP Advisors LLC — TAP Advisors LLC Cash Balance, Form 5500 (2023)
Creator: TAP Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAP Advisors LLC Cash Balance Plan

Defined-benefit pension plan · TAP Advisors LLC's TAP Advisors LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

TAP Advisors LLC's EIN is 27-0645708.

EIN 27-0645708

Plan number 002

Plan year 2023

ACK ID 20241029185425NAL0002888531001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TAP Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TAP Advisors LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score