How big is Engage Advisors LLC's plan?

Engage Advisors LLC's plan reported $3.0M in assets and 36 participants for 2025.

Original filing (PDF)20260505073349NAL0000767057001

Engage Advisors LLC

Name: Engage Advisors LLC — Engage Advisors LLC 401(k), Form 5500 (2025)
Creator: Engage Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engage Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Engage Advisors LLC's Engage Advisors LLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Andrew Hinrichs signed Engage Advisors LLC's 2025 Form 5500 as plan administrator.

Andrew Hinrichs — 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

Engage Advisors LLC's EIN is 47-2608599.

EIN 47-2608599

Plan number 001

Plan year 2025

ACK ID 20260505073349NAL0000767057001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Engage Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off