How big is Satellite Investment Advisors, LLC's plan?

Satellite Investment Advisors, LLC's plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260121095449NAL0003316513001

Satellite Investment Advisors, LLC

Name: Satellite Investment Advisors, LLC — Satellite, Form 5500 (2025)
Creator: Satellite Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satellite Investment Advisors 401(k) Plan

401(k) retirement plan · Satellite Investment Advisors, LLC's Satellite Investment Advisors 401(k) Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Satellite Investment Advisors, LLC's EIN is 58-2508547.

EIN 58-2508547

Plan number 001

Plan year 2025

ACK ID 20260121095449NAL0003316513001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Satellite Investment 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 SATELLITE INVESTMENT 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