How big is NOTE Advisors, LLC's plan?

NOTE Advisors, LLC's plan reported $1.3M in assets and 11 participants for 2024.

Original filing (PDF)20250918135804NAL0003324066001

NOTE Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

NOTE Advisors, LLC 401(k) Plan

401(k) retirement plan · NOTE Advisors, LLC's NOTE Advisors, LLC 401(k) Plan held $1.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Deborah MALM signed NOTE Advisors, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

NOTE Advisors, LLC's EIN is 46-5416446.

EIN 46-5416446

Plan number 001

Plan year 2024

ACK ID 20250918135804NAL0003324066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NOTE 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 NOTE 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