How big is Asset Preservation Advisors LLC's plan?

Asset Preservation Advisors LLC's plan reported $2.6M in assets and 19 participants for 2024.

Original filing (PDF)20250203101713NAL0011360336001

Asset Preservation Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Asset Preservation Advisors 401(k) Plan

401(k) retirement plan · Asset Preservation Advisors LLC's Asset Preservation Advisors 401(k) Plan held $2.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Courtney Taylor signed Asset Preservation Advisors LLC's 2024 Form 5500 as plan administrator.

Courtney Taylor — 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

Asset Preservation Advisors LLC's EIN is 58-1883172.

EIN 58-1883172

Plan number 001

Plan year 2024

ACK ID 20250203101713NAL0011360336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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