How big is Pelican Advisors LLC's plan?

Pelican Advisors LLC's plan reported $1.2M in assets and 9 participants for 2023.

Original filing (PDF)20240416144801NAL0000920833001

Pelican Advisors LLC

Name: Pelican Advisors LLC — Pelican Advisors LLC 401(k), Form 5500 (2023)
Creator: Pelican Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pelican Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pelican Advisors LLC's Pelican Advisors LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

William Dougherty signed Pelican Advisors LLC's 2023 Form 5500 as plan administrator.

William Dougherty — 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

Pelican Advisors LLC's EIN is 27-3864107.

EIN 27-3864107

Plan number 001

Plan year 2023

ACK ID 20240416144801NAL0000920833001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Pelican Advisors 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 PELICAN 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

Helping the score