How big is Lotus Advisors' plan?

Lotus Advisors' plan reported $379K in assets and 3 participants for 2025.

Original filing (PDF)20260508082629NAL0006798674001

Lotus Advisors

Name: Lotus Advisors — Lotus Advisors 401(k) P/S Plan, Form 5500 (2025)
Creator: Lotus Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lotus Advisors 401(k) P/S Plan

401(k) retirement plan · Lotus Advisors' Lotus Advisors 401(k) P/S Plan held $379K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Steven Cochern signed Lotus Advisors' 2025 Form 5500 as plan administrator.

Steven Cochern — 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

Lotus Advisors' EIN is 45-3528570.

EIN 45-3528570

Plan number 001

Plan year 2025

ACK ID 20260508082629NAL0006798674001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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