How big is Expedition Capital Advisors, LLC's plan?

Expedition Capital Advisors, LLC's plan reported $3.0M in assets and 11 participants for 2025.

Original filing (PDF)20260512102625NAL0005952515001

Expedition Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Expedition Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Expedition Capital Advisors, LLC's Expedition Capital Advisors, LLC 401(k) Plan held $3.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Expedition Capital Advisors, LLC's EIN is 81-3108131.

EIN 81-3108131

Plan number 001

Plan year 2025

ACK ID 20260512102625NAL0005952515001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Expedition Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Expedition Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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