How big is Batista Advisors LLC's plan?

Batista Advisors LLC's plan reported $715K in assets and 2 participants for 2024.

Original filing (PDF)20250612081612NAL0016587137001

Batista Advisors LLC

Name: Batista Advisors LLC — Batista Advisors LLC 401(k), Form 5500 (2024)
Creator: Batista Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Batista Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Batista Advisors LLC's Batista Advisors LLC 401(k) Profit Sharing Plan & Trust held $715K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

Plan identifiers

Batista Advisors LLC's EIN is 81-3155895.

EIN 81-3155895

Plan number 001

Plan year 2024

ACK ID 20250612081612NAL0016587137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Batista 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 BATISTA 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