· 2022–2024 · DOL EFAST2

SORTINO ADVISORY PARTNERS — SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20251111130541NAL0002827411001

SORTINO ADVISORY PARTNERS

Form 5500-SF

FILING_RECEIVED

SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SORTINO ADVISORY PARTNERS

EIN

47-1880154all filings

Address

401 SOUTH 4TH AVENUE · SUITE 910 · LOUISVILLE, KY · 40202

Phone

(502) 371-9854

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2025-11-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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