How big is Select Advisors Institute's plan?

Select Advisors Institute's plan reported $16K in assets and 4 participants for 2025.

Original filing (PDF)20260504220334NAL0000296513052

Select Advisors Institute

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

Form 5500-SF

FILING_RECEIVED

Select Advisors Institute 401(k) Plan

401(k) retirement plan · Select Advisors Institute's Select Advisors Institute 401(k) Plan held $16K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Select Advisors Institute's EIN is 81-0721580.

EIN 81-0721580

Plan number 001

Plan year 2025

ACK ID 20260504220334NAL0000296513052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Select Advisors Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Select Advisors Institute's plan includes profit-sharing, 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 SELECT ADVISORS INSTITUTE.

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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