How big is Alexis Advisors' plan?

Alexis Advisors' plan reported $135K in assets and 3 participants for 2024.

Original filing (PDF)20250728140405NAL0004962066001

Alexis Advisors

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

Form 5500-SF

FILING_RECEIVED

Alexis Advisors LLC 401(k) Plan

401(k) retirement plan · Alexis Advisors' Alexis Advisors LLC 401(k) Plan held $135K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Roberta Keller signed Alexis Advisors' 2024 Form 5500 as plan administrator.

Roberta Keller — 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

Alexis Advisors' EIN is 46-2088078.

EIN 46-2088078

Plan number 001

Plan year 2024

ACK ID 20250728140405NAL0004962066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alexis Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ALEXIS ADVISORS

EIN

all filings

Address

P.O. BOX 7013 · RICHMOND, VA · 23221

Phone

(804) 625-3290

Industry

Finance & Insurance

Plan administrator