How big is Downstream Advisors Inc.'s plan?

Downstream Advisors Inc.'s plan reported $70K in assets and 2 participants for 2024.

Original filing (PDF)20250718070209NAL0001285825001

Downstream Advisors Inc.

Name: Downstream Advisors Inc. — Form 5500 (2024)
Creator: Downstream Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Downstream Advisors Inc. held $70K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

People on this filing

Shirley Horner signed Downstream Advisors Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Downstream Advisors Inc.'s EIN is 47-2494930.

EIN 47-2494930

Plan number 001

Plan year 2024

ACK ID 20250718070209NAL0001285825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Downstream Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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