How big is Seneca House Advisors' plan?

Seneca House Advisors' plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250625121427NAL0004598915002

Seneca House Advisors

Name: Seneca House Advisors — Seneca House Advisors 401(k), Form 5500 (2024)
Creator: Seneca House Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seneca House Advisors 401(k) Plan

401(k) retirement plan · Seneca House Advisors' Seneca House Advisors 401(k) Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Matthew Daniel signed Seneca House Advisors' 2024 Form 5500 as plan administrator.

Matthew Daniel — 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

Seneca House Advisors' EIN is 47-4491639.

EIN 47-4491639

Plan number 001

Plan year 2024

ACK ID 20250625121427NAL0004598915002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seneca House Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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