How big is Adaptive Financial Consulting, LLC's plan?

Adaptive Financial Consulting, LLC's plan reported $375K in assets and 5 participants for 2024.

Original filing (PDF)20251015150642NAL0004944737001

Adaptive Financial Consulting, LLC

Name: Adaptive Financial Consulting, LLC — Adaptive, Form 5500 (2024)
Creator: Adaptive Financial Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adaptive Financial Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Adaptive Financial Consulting, LLC's Adaptive Financial Consulting, LLC 401(k) Profit Sharing Plan held $375K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

Plan identifiers

Adaptive Financial Consulting, LLC's EIN is 46-3259931.

EIN 46-3259931

Plan number 001

Plan year 2024

ACK ID 20251015150642NAL0004944737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Adaptive Financial Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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