How big is Layline Advisors' plan?

Layline Advisors' plan reported $296K in assets and 2 participants for 2024.

Original filing (PDF)20251009160354NAL0007271937001

Layline Advisors

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

Form 5500-SF

FILING_RECEIVED

Layline Advisors 401(k) Plan

401(k) retirement plan · Layline Advisors' Layline Advisors 401(k) Plan held $296K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Richard Tatum signed Layline Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Layline Advisors' EIN is 81-3426839.

EIN 81-3426839

Plan number 001

Plan year 2024

ACK ID 20251009160354NAL0007271937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Layline Advisors' 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 LAYLINE ADVISORS.

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