How big is Denali Advisors, LLC's plan?

Denali Advisors, LLC's plan reported $6.9M in assets and 13 participants for 2024.

Original filing (PDF)20250902121012NAL0029582674001

Denali Advisors, LLC

Name: Denali Advisors, LLC — Denali Advisors, LLC 401(k), Form 5500 (2024)
Creator: Denali Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Denali Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Denali Advisors, LLC's Denali Advisors, LLC 401(k) Profit Sharing Plan held $6.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Michael Munson signed Denali Advisors, LLC's 2024 Form 5500 as plan administrator.

Michael Munson — 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

Denali Advisors, LLC's EIN is 33-0957285.

EIN 33-0957285

Plan number 001

Plan year 2024

ACK ID 20250902121012NAL0029582674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Denali 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 DENALI 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