How big is Glen Eagle Advisors, LLC's plan?

Glen Eagle Advisors, LLC's plan reported $878K in assets and 14 participants for 2024.

Original filing (PDF)20250625111956NAL0008054641001

Glen Eagle Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Glen Eagle Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Glen Eagle Advisors, LLC's Glen Eagle Advisors 401(k) Profit Sharing Plan & Trust held $878K in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$878K

Net assets (EOY)

$878K

Plan identifiers

Glen Eagle Advisors, LLC's EIN is 30-0881784.

EIN 30-0881784

Plan number 001

Plan year 2024

ACK ID 20250625111956NAL0008054641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Glen Eagle Advisors, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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