How big is Apriem Advisors' plan?

Apriem Advisors' plan reported $3.0M in assets and 15 participants for 2024.

Original filing (PDF)20250805193010NAL0002447619001

Apriem Advisors

Name: Apriem Advisors — Apriem Advisors Retirement Plan, Form 5500 (2024)
Creator: Apriem Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apriem Advisors Retirement Plan

401(k) retirement plan · Apriem Advisors' Apriem Advisors Retirement Plan held $3.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Rhonda L Ducote signed Apriem Advisors' 2024 Form 5500 as plan administrator.

Rhonda L Ducote — 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

Apriem Advisors' EIN is 33-0788030.

EIN 33-0788030

Plan number 001

Plan year 2024

ACK ID 20250805193010NAL0002447619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apriem Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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