How big is Enclave Advisors, LLC's plan?

Enclave Advisors, LLC's plan reported $851K in assets and 4 participants for 2025.

Original filing (PDF)20260521074749NAL0002363681001

Enclave Advisors, LLC

Name: Enclave Advisors, LLC — Enclave Advisors, LLC 401(k), Form 5500 (2025)
Creator: Enclave Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Enclave Advisors, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Enclave Advisors, LLC's Enclave Advisors, LLC 401(k) & Profit Sharing Plan held $851K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Denise LAMB for Daybright signed Enclave Advisors, LLC's 2025 Form 5500 as plan administrator.

Denise LAMB for Daybright — 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

Enclave Advisors, LLC's EIN is 46-0777672.

EIN 46-0777672

Plan number 001

Plan year 2025

ACK ID 20260521074749NAL0002363681001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Enclave 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 ENCLAVE 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