How big is Detalus Advisors, LLC's plan?

Detalus Advisors, LLC's plan reported $2.4M in assets and 11 participants for 2024.

Original filing (PDF)20250909085240NAL0043078098001

Detalus Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Detalus Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Detalus Advisors, LLC's Detalus Advisors, LLC 401(k) Profit Sharing Plan held $2.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Clint Lewis signed Detalus Advisors, LLC's 2024 Form 5500 as plan administrator.

Clint Lewis — 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

Detalus Advisors, LLC's EIN is 43-1926306.

EIN 43-1926306

Plan number 001

Plan year 2024

ACK ID 20250909085240NAL0043078098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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