How big is Deguardiola Advisors, LLC's plan?

Deguardiola Advisors, LLC's plan reported $60K in assets and 2 participants for 2023.

Original filing (PDF)20240725122424NAL0014439425001

Deguardiola Advisors, LLC

Name: Deguardiola Advisors, LLC — Deguardiola Advisors, Form 5500 (2023)
Creator: Deguardiola Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deguardiola Advisors 401(k) Plan

401(k) retirement plan · Deguardiola Advisors, LLC's Deguardiola Advisors 401(k) Plan held $60K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Roberto de Guardiola signed Deguardiola Advisors, LLC's 2023 Form 5500 as plan administrator.

Roberto de Guardiola — 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

Deguardiola Advisors, LLC's EIN is 47-2876827.

EIN 47-2876827

Plan number 001

Plan year 2023

ACK ID 20240725122424NAL0014439425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Deguardiola Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Deguardiola 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 DEGUARDIOLA ADVISORS, LLC.

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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