How big is Sharebuilder Advisors, LLC's plan?

Sharebuilder Advisors, LLC's plan reported $7.4M in assets and 34 participants for 2024.

Original filing (PDF)20250512162119NAL0025371296001

Sharebuilder Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Sharebuilder Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Sharebuilder Advisors, LLC's Sharebuilder Advisors, LLC 401(k) P/S Plan held $7.4M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Stuart Robertson signed Sharebuilder Advisors, LLC's 2024 Form 5500 as plan administrator.

Stuart Robertson — 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

Sharebuilder Advisors, LLC's EIN is 36-4917989.

EIN 36-4917989

Plan number 001

Plan year 2024

ACK ID 20250512162119NAL0025371296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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