How big is Plan a Advisors Inc.'s plan?

Plan a Advisors Inc.'s plan reported $773K in assets and 5 participants for 2025.

Original filing (PDF)20260430135719NAL0025118002001

Plan a Advisors Inc.

Name: Plan a Advisors Inc. — Plana Advisors Inc. 401(k), Form 5500 (2025)
Creator: Plan a Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plana Advisors Inc. 401(k) Plan

401(k) retirement plan · Plan a Advisors Inc.'s Plana Advisors Inc. 401(k) Plan held $773K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

Evan Kingsley signed Plan a Advisors Inc.'s 2025 Form 5500 as plan administrator.

Evan Kingsley — 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

Plan a Advisors Inc.'s EIN is 46-3339822.

EIN 46-3339822

Plan number 001

Plan year 2025

ACK ID 20260430135719NAL0025118002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Plan a Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Plan a Advisors Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLAN A ADVISORS INC.

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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