Original filing (PDF)20251015150642NAL0004944737001

ADAPTIVE FINANCIAL CONSULTING, LLC

Name: ADAPTIVE FINANCIAL CONSULTING, LLC — ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADAPTIVE FINANCIAL CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

ADAPTIVE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAPTIVE FINANCIAL CONSULTING, LLC.

Plan sponsor

Name

ADAPTIVE FINANCIAL CONSULTING, LLC

EIN

46-3259931

Address

3401 ENTERPRISE PARKWAY · STE. 340 · BEACHWOOD, OH · 44122

Phone

(440) 359-3455

Industry

Finance & Insurancesee all

Plan administrator