How big is Krilogy Advisors LLC's plan?

Krilogy Advisors LLC's plan reported $4.2M in assets and 71 participants for 2024.

Original filing (PDF)20251007115939NAL0011451202001

Krilogy Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Krilogy Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Krilogy Advisors LLC's Krilogy Advisors LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Jaime S. Knaeble signed Krilogy Advisors LLC's 2024 Form 5500 as plan administrator.

Jaime S. Knaeble — 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

Krilogy Advisors LLC's EIN is 46-3441837.

EIN 46-3441837

Plan number 001

Plan year 2024

ACK ID 20251007115939NAL0011451202001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Krilogy Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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