How big is Quattro Financial Advisors LLC's plan?

Quattro Financial Advisors LLC's plan reported $242K in assets and 4 participants for 2024.

Original filing (PDF)20250529072439NAL0007140561001

Quattro Financial Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Quattro Financial Advisors 401(k) Plan

401(k) retirement plan · Quattro Financial Advisors LLC's Quattro Financial Advisors 401(k) Plan held $242K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Jose Llamas signed Quattro Financial Advisors LLC's 2024 Form 5500 as plan administrator.

Jose Llamas — 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

Quattro Financial Advisors LLC's EIN is 81-3032845.

EIN 81-3032845

Plan number 001

Plan year 2024

ACK ID 20250529072439NAL0007140561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Quattro Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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