How big is Acalyx Advisors, Inc.'s plan?

Acalyx Advisors, Inc.'s plan reported $4.8M in assets and 11 participants for 2024.

Original filing (PDF)20250627111414NAL0013746832002

Acalyx Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Acalyx Advisors, Inc. Retirement Trust

401(k) retirement plan · Acalyx Advisors, Inc.'s Acalyx Advisors, Inc. Retirement Trust held $4.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Karl Vanderwoude signed Acalyx Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Karl Vanderwoude — 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

Acalyx Advisors, Inc.'s EIN is 47-2668630.

EIN 47-2668630

Plan number 001

Plan year 2024

ACK ID 20250627111414NAL0013746832002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Acalyx Advisors, Inc.'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 ACALYX 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