Original filing (PDF)20250606125348NAL0021595952001

INSTRUMENTAL ADVISORS, INC.

Name: INSTRUMENTAL ADVISORS, INC. — INSTRUMENTAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INSTRUMENTAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

INSTRUMENTAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

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.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INSTRUMENTAL ADVISORS, INC.

EIN

46-3579764

Address

10540 MARTY ST · SUITE 210 · OVERLAND PARK, KS · 66212

Phone

(913) 322-2100

Industry