How big is Voler Strategic Advisors, LLC's plan?

Voler Strategic Advisors, LLC's plan reported $562K in assets and 14 participants for 2024.

Original filing (PDF)20250721141306NAL0004025506001

Voler Strategic Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Voler Strategic Advisors, LLC 401(k) Plan

401(k) retirement plan · Voler Strategic Advisors, LLC's Voler Strategic Advisors, LLC 401(k) Plan held $562K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$562K

Net assets (EOY)

$562K

People on this filing

Shirley Horner signed Voler Strategic Advisors, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Voler Strategic Advisors, LLC's EIN is 47-4656889.

EIN 47-4656889

Plan number 001

Plan year 2024

ACK ID 20250721141306NAL0004025506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Voler Strategic 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 VOLER STRATEGIC 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