Original filing (PDF)20250717091744NAL0000040401001

ABANDONED PROPERTY ADVISORS LLC

Name: ABANDONED PROPERTY ADVISORS LLC — ABANDONED PROPERTY ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: ABANDONED PROPERTY ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

ABANDONED PROPERTY ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABANDONED PROPERTY ADVISORS LLC.

Plan sponsor

Name

ABANDONED PROPERTY ADVISORS LLC

EIN

47-3382569

Address

999 VANDERBILT BEACH ROAD, · STE 200 · NAPLES, FL · 34108

Phone

(973) 476-0303

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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