How big is Telos Advisors, LLC's plan?

Telos Advisors, LLC's plan reported $912K in assets and 5 participants for 2024.

Original filing (PDF)20250623143619NAL0003782867001

Telos Advisors, LLC

Name: Telos Advisors, LLC — Telos Advisors 401(k) Plan, Form 5500 (2024)
Creator: Telos Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Telos Advisors 401(k) Plan

401(k) retirement plan · Telos Advisors, LLC's Telos Advisors 401(k) Plan held $912K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

People on this filing

John Sadolin signed Telos Advisors, LLC's 2024 Form 5500 as plan administrator.

John Sadolin — 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

Telos Advisors, LLC's EIN is 46-1797175.

EIN 46-1797175

Plan number 001

Plan year 2024

ACK ID 20250623143619NAL0003782867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Telos Advisors, LLC's plan includes profit-sharing, a 401(k) feature, 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 TELOS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TELOS ADVISORS, LLC

EIN

all filings

Address

1460 4TH STREET · SUITE 210 · SANTA MONICA, CA · 90401

Phone

(310) 458-2100

Industry

Finance & Insurance

Plan administrator