How big is Pettinga Financial Advisors, LLC's plan?

Pettinga Financial Advisors, LLC's plan reported $2.6M in assets and 12 participants for 2024.

Original filing (PDF)20250505115747NAL0005149363001

Pettinga Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Pettinga Financial Advisors 401(k) Plan

401(k) retirement plan · Pettinga Financial Advisors, LLC's Pettinga Financial Advisors 401(k) Plan held $2.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Tonya F. Borders signed Pettinga Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Tonya F. Borders — 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

Pettinga Financial Advisors, LLC's EIN is 27-4279360.

EIN 27-4279360

Plan number 001

Plan year 2024

ACK ID 20250505115747NAL0005149363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pettinga Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PETTINGA FINANCIAL 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