How big is Enclave Advisors, LLC's plan?

Enclave Advisors, LLC's plan reported $852K in assets and 4 participants for 2025.

Original filing (PDF)20260406124722NAL0007589024001

Enclave Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Enclave Advisors Cash Balance Plan

Defined-benefit pension plan · Enclave Advisors, LLC's Enclave Advisors Cash Balance Plan held $852K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

People on this filing

Matthew Garrett signed Enclave Advisors, LLC's 2025 Form 5500 as plan administrator.

Matthew Garrett — 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 002

Plan year 2025

ACK ID 20260406124722NAL0007589024001

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 a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENCLAVE 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score