How big is Small Business Advisors' plan?

Small Business Advisors' plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20251009171638NAL0006954433001

Small Business Advisors

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

Form 5500-SF

FILING_RECEIVED

Small Business Advisors 401(k) Plan

401(k) retirement plan · Small Business Advisors' Small Business Advisors 401(k) Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Richard Tatum signed Small Business Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Small Business Advisors' EIN is 76-0834850.

EIN 76-0834850

Plan number 001

Plan year 2024

ACK ID 20251009171638NAL0006954433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Small Business Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMALL BUSINESS ADVISORS.

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Plan health score

Above-average plan

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

Knocking points off