How big is Archivist Capital Management LLC's plan?

Archivist Capital Management LLC's plan reported $731K in assets and 3 participants for 2025.

Original filing (PDF)20260514161521NAL0008605377001

Archivist Capital Management LLC

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

Form 5500-SF

FILING_RECEIVED

Archivist Capital Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Archivist Capital Management LLC's Archivist Capital Management LLC 401(k) Profit Sharing Plan held $731K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

People on this filing

Kristie Leake signed Archivist Capital Management LLC's 2025 Form 5500 as plan administrator.

Kristie Leake — 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

Archivist Capital Management LLC's EIN is 81-4554277.

EIN 81-4554277

Plan number 001

Plan year 2025

ACK ID 20260514161521NAL0008605377001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Archivist Capital Management 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 ARCHIVIST CAPITAL MANAGEMENT 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ARCHIVIST CAPITAL MANAGEMENT LLC

EIN

all filings

Address

4499 WOODFIELD BLVD · BOCA RATON, FL · 33434

Phone

(503) 785-9056

Industry

Professional & Technical Services

Plan administrator