Original filing (PDF)20251014085911NAL0001144931001

ADLETA INC

Name: ADLETA INC — ADLETA INC DIRECT ADVISORS MASTER TRUST, Form 5500 (2024)
Creator: ADLETA INC

Form 5500-SF

FILING_RECEIVED

ADLETA INC DIRECT ADVISORS MASTER TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADLETA INC.

Plan sponsor

Name

ADLETA INC

EIN

31-1128085

Address

389 S. WAYNE AVE · CINCINNATI, OH · 45215

Phone

(513) 554-1469

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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