How big is Battery Global Advisors LLC's plan?

Battery Global Advisors LLC's plan reported $6.6M in assets and 29 participants for 2024.

Original filing (PDF)20250415112737NAL0006314690001

Battery Global Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Battery Global Advisors 401(k) Plan

401(k) retirement plan · Battery Global Advisors LLC's Battery Global Advisors 401(k) Plan held $6.6M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Daniel Burns signed Battery Global Advisors LLC's 2024 Form 5500 as plan administrator.

Daniel Burns — 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

Battery Global Advisors LLC's EIN is 45-1581637.

EIN 45-1581637

Plan number 001

Plan year 2024

ACK ID 20250415112737NAL0006314690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Battery Global Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 BATTERY GLOBAL 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