Original filing (PDF)20251229132918NAL0041861058001

Sortino Advisory Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Sortino Advisory Partners, LLC CBS Benefit Plan

Health & welfare plan · Sortino Advisory Partners, LLC's Sortino Advisory Partners, LLC CBS Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed Sortino Advisory Partners, LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Sortino Advisory Partners, LLC's EIN is 47-1880154.

EIN 47-1880154

Plan number 501

Plan year 2024

ACK ID 20251229132918NAL0041861058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sortino Advisory Partners, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score