How big is Settlement Advisors LLC's plan?

Settlement Advisors LLC's plan reported $55K in assets and 3 participants for 2025.

Original filing (PDF)20260501220419NAL0001171267082

Settlement Advisors LLC

Name: Settlement Advisors LLC — Settlement Advisors LLC, Form 5500 (2025)
Creator: Settlement Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Settlement Advisors LLC 401(k) Plan

401(k) retirement plan · Settlement Advisors LLC's Settlement Advisors LLC 401(k) Plan held $55K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan identifiers

Settlement Advisors LLC's EIN is 36-4626049.

EIN 36-4626049

Plan number 001

Plan year 2025

ACK ID 20260501220419NAL0001171267082

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Settlement Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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