Original filing (PDF)20251111130541NAL0002827411001

Sortino Advisory Partners

Name: Sortino Advisory Partners — Sortino Advisory, Form 5500 (2024)
Creator: Sortino Advisory Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sortino Advisory Partners 401(k) Retirement Savings Plan

401(k) retirement plan · Sortino Advisory Partners' Sortino Advisory Partners 401(k) Retirement Savings Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sortino Advisory Partners' EIN is 47-1880154.

EIN 47-1880154

Plan number 001

Plan year 2024

ACK ID 20251111130541NAL0002827411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sortino Advisory Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score