How big is Approach Retirement Advisors, LLC's plan?

Approach Retirement Advisors, LLC's plan reported $761K in assets and 5 participants for 2024.

Original filing (PDF)20250804102926NAL0000919569001

Approach Retirement Advisors, LLC

Name: Approach Retirement Advisors, LLC — Approach Retirem, Form 5500 (2024)
Creator: Approach Retirement Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Approach Retirement Advisors, LLC 401(k) Plan

401(k) retirement plan · Approach Retirement Advisors, LLC's Approach Retirement Advisors, LLC 401(k) Plan held $761K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan identifiers

Approach Retirement Advisors, LLC's EIN is 46-5009625.

EIN 46-5009625

Plan number 001

Plan year 2024

ACK ID 20250804102926NAL0000919569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Approach Retirement 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 APPROACH RETIREMENT ADVISORS, 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