How big is Plotkin Financial Advisors, LLC's plan?

Plotkin Financial Advisors, LLC's plan reported $577K in assets and 4 participants for 2024.

Original filing (PDF)20250924120258NAL0008113072001

Plotkin Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Plotkin Financial Advisors Profit Sharing Plan

Defined-contribution retirement plan · Plotkin Financial Advisors, LLC's Plotkin Financial Advisors Profit Sharing Plan held $577K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

Plan identifiers

Plotkin Financial Advisors, LLC's EIN is 59-3771594.

EIN 59-3771594

Plan number 001

Plan year 2024

ACK ID 20250924120258NAL0008113072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plotkin Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PLOTKIN FINANCIAL ADVISORS, LLC

EIN

all filings

Address

8401 CONNECTICUT AVENUE · SUITE 400 · CHEVY CHASE, MD · 20815

Phone

(301) 907-9790

Industry

Finance & Insurance

Plan administrator