How big is SAA, LLC DBA Alacrity Wealth Advisors' plan?

SAA, LLC DBA Alacrity Wealth Advisors' plan reported $2.8M in assets and 12 participants for 2024.

Original filing (PDF)20250708134733NAL0002724691001

SAA, LLC DBA Alacrity Wealth Advisors

Name: SAA, LLC DBA Alacrity Wealth Advisors — Alacrity, Form 5500 (2024)
Creator: SAA, LLC DBA Alacrity Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alacrity Wealth Advisors 401(k) Plan

401(k) retirement plan · SAA, LLC DBA Alacrity Wealth Advisors' Alacrity Wealth Advisors 401(k) Plan held $2.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Michael Nerdahl signed SAA, LLC DBA Alacrity Wealth Advisors' 2024 Form 5500 as plan administrator.

Michael Nerdahl — 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

SAA, LLC DBA Alacrity Wealth Advisors' EIN is 81-4532363.

EIN 81-4532363

Plan number 001

Plan year 2024

ACK ID 20250708134733NAL0002724691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAA, LLC DBA Alacrity Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAA, LLC DBA Alacrity Wealth 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 SAA, LLC DBA ALACRITY WEALTH ADVISORS.

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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