How big is AOI Advisors LLC's plan?

AOI Advisors LLC's plan reported $273K in assets and 3 participants for 2023.

Original filing (PDF)20240903095022NAL0018800337001

AOI Advisors LLC

Name: AOI Advisors LLC — AOI Advisors LLC 401(k), Form 5500 (2023)
Creator: AOI Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AOI Advisors LLC 401(k)

401(k) retirement plan · AOI Advisors LLC's AOI Advisors LLC 401(k) held $273K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Chris Krecke signed AOI Advisors LLC's 2023 Form 5500 as plan administrator.

Chris Krecke — 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

AOI Advisors LLC's EIN is 46-5298431.

EIN 46-5298431

Plan number 001

Plan year 2023

ACK ID 20240903095022NAL0018800337001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AOI Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AOI Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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