How big is Plan Advisors, Inc.'s plan?

Plan Advisors, Inc.'s plan reported $88K in assets and 3 participants for 2024.

Original filing (PDF)20260312162946NAL0006608353001

Plan Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Plan Advisors, Inc. 401(k) Plan

401(k) retirement plan · Plan Advisors, Inc.'s Plan Advisors, Inc. 401(k) Plan held $88K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Plan Advisors, Inc.'s EIN is 59-1575461.

EIN 59-1575461

Plan number 001

Plan year 2024

ACK ID 20260312162946NAL0006608353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plan Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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