How big is Adaptalytics LLC's plan?

Adaptalytics LLC's plan reported $470K in assets and 6 participants for 2024.

Original filing (PDF)20250818092831NAL0001106593001

Adaptalytics LLC

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

Form 5500-SF

FILING_RECEIVED

Adaptalytics LLC 401(k) P/S Plan

401(k) retirement plan · Adaptalytics LLC's Adaptalytics LLC 401(k) P/S Plan held $470K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Richard Grant signed Adaptalytics LLC's 2024 Form 5500 as plan administrator.

Richard Grant — 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

Adaptalytics LLC's EIN is 47-1526437.

EIN 47-1526437

Plan number 001

Plan year 2024

ACK ID 20250818092831NAL0001106593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ADAPTALYTICS LLC

EIN

all filings

Address

5 EDINBURG RESERVOIR RD · EDINBURG, VA · 22824

Phone

(301) 529-5829

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator