How big is Panoramika Advisors, Inc.'s plan?

Panoramika Advisors, Inc.'s plan reported $1.3M in assets and 2 participants for 2025.

Original filing (PDF)20260327171058NAL0003656291001

Panoramika Advisors, Inc.

Name: Panoramika Advisors, Inc. — Panoramika Advisors, Form 5500 (2025)
Creator: Panoramika Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panoramika Advisors 401(k) Plan

401(k) retirement plan · Panoramika Advisors, Inc.'s Panoramika Advisors 401(k) Plan held $1.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Panoramika Advisors, Inc.'s EIN is 47-0960976.

EIN 47-0960976

Plan number 001

Plan year 2025

ACK ID 20260327171058NAL0003656291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Panoramika Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Panoramika Advisors, Inc.'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 PANORAMIKA ADVISORS, INC.

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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