How big is Satellite Investment Advisors LLC's plan?

Satellite Investment Advisors LLC's plan reported $3K in assets and 4 participants for 2023.

Original filing (PDF)20250429094518NAL0000565920001

Satellite Investment Advisors LLC

Name: Satellite Investment Advisors LLC — Satellite, Form 5500 (2023)
Creator: Satellite Investment Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satellite Investment Advisors LLC GCF Benefit Plan

Health & welfare plan · Satellite Investment Advisors LLC's Satellite Investment Advisors LLC GCF Benefit Plan held $3K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$930

People on this filing

Morgan Law signed Satellite Investment Advisors LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

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

EIN 58-2508547

Plan number 501

Plan year 2023

ACK ID 20250429094518NAL0000565920001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Satellite Investment Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Satellite Investment Advisors LLC's plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score