How big is Estolano Advisors' plan?

Estolano Advisors' plan reported $1.8M in assets and 31 participants for 2024.

Original filing (PDF)20250623144345NAL0015682162001

Estolano Advisors

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

Form 5500-SF

FILING_RECEIVED

Estolano Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Estolano Advisors' Estolano Advisors 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nick Rice signed Estolano Advisors' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Estolano Advisors' EIN is 47-5312888.

EIN 47-5312888

Plan number 001

Plan year 2024

ACK ID 20250623144345NAL0015682162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Estolano Advisors' 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 ESTOLANO 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