How big is Article One Advisors, LLC's plan?

Article One Advisors, LLC's plan reported $744K in assets and 6 participants for 2025.

Original filing (PDF)20260409220137NAL0010818369014

Article One Advisors, LLC

Name: Article One Advisors, LLC — Article One 401(k) Plan, Form 5500 (2025)
Creator: Article One Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Article One 401(k) Plan

401(k) retirement plan · Article One Advisors, LLC's Article One 401(k) Plan held $744K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

People on this filing

Elantha Barry signed Article One Advisors, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Article One Advisors, LLC's EIN is 47-5181452.

EIN 47-5181452

Plan number 001

Plan year 2025

ACK ID 20260409220137NAL0010818369014

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Article One Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Article One Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARTICLE ONE 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ARTICLE ONE ADVISORS, LLC

EIN

all filings

Address

2120 UNIVERSITY AVE. · STE 410 · BERKELEY, CA · 94704

Phone

(415) 937-2460

Industry

Professional & Technical Services

Plan administrator