How big is Adaptive Investments' plan?

Adaptive Investments' plan reported $698 in assets and 3 participants for 2024.

Original filing (PDF)20251126140413NAL0007079232001

Adaptive Investments

Name: Adaptive Investments — Adaptive Investments SOCA, Form 5500 (2024)
Creator: Adaptive Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adaptive Investments SOCA Benefit Plan

Health & welfare plan · Adaptive Investments' Adaptive Investments SOCA Benefit Plan held $698 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$698

Net assets (EOY)

$239

People on this filing

Matt Appenzeller signed Adaptive Investments' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Adaptive Investments' EIN is 81-1570631.

EIN 81-1570631

Plan number 501

Plan year 2024

ACK ID 20251126140413NAL0007079232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Adaptive Investments' plan includes health coverage.

Decision-maker contacts

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

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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