How big is Adion Financial Group, LLC's plan?

Adion Financial Group, LLC's plan reported $27K in assets and 4 participants for 2024.

Original filing (PDF)20250717140228NAL0000570752001

Adion Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Adion Financial Group 401(k) Plan

401(k) retirement plan · Adion Financial Group, LLC's Adion Financial Group 401(k) Plan held $27K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Marcus Bowie signed Adion Financial Group, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Adion Financial Group, LLC's EIN is 27-2834352.

EIN 27-2834352

Plan number 001

Plan year 2024

ACK ID 20250717140228NAL0000570752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Adion Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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