How big is Illume Advising LLC's plan?

Illume Advising LLC's plan reported $4.4M in assets and 49 participants for 2024.

Original filing (PDF)20250805140256NAL0001910817001

Illume Advising LLC

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

Form 5500-SF

FILING_RECEIVED

Illume Advising LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Illume Advising LLC's Illume Advising LLC 401(k) Profit Sharing Plan and Trust held $4.4M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Don Smith signed Illume Advising LLC's 2024 Form 5500 as plan administrator.

Don Smith — 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

Illume Advising LLC's EIN is 46-2584928.

EIN 46-2584928

Plan number 001

Plan year 2024

ACK ID 20250805140256NAL0001910817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Illume Advising 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 ILLUME ADVISING 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