How big is Acclaro Valuation Advisors, LLC's plan?

Acclaro Valuation Advisors, LLC's plan reported $3.1M in assets and 12 participants for 2024.

Original filing (PDF)20250522173853NAL0002923057001

Acclaro Valuation Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Acclaro Valuation Advisors, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Acclaro Valuation Advisors, LLC's Acclaro Valuation Advisors, LLC 401(k) Profit Sharing Plan and Trust held $3.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Aaron Pryor signed Acclaro Valuation Advisors, LLC's 2024 Form 5500 as plan administrator.

Aaron Pryor — 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

Acclaro Valuation Advisors, LLC's EIN is 46-0553969.

EIN 46-0553969

Plan number 001

Plan year 2024

ACK ID 20250522173853NAL0002923057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Acclaro Valuation 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 ACCLARO VALUATION ADVISORS, LLC.

Finding similar companies…

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