How big is Second Line Advisors, LLC's plan?

Second Line Advisors, LLC's plan reported $598K in assets and 2 participants for 2025.

Original filing (PDF)20260409102025NAL0012047857001

Second Line Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Second Line Advisors, LLC 401(k) Plan

401(k) retirement plan · Second Line Advisors, LLC's Second Line Advisors, LLC 401(k) Plan held $598K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

People on this filing

Daniel Soleimani signed Second Line Advisors, LLC's 2025 Form 5500 as plan administrator.

Daniel Soleimani — 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

Second Line Advisors, LLC's EIN is 81-4955543.

EIN 81-4955543

Plan number 001

Plan year 2025

ACK ID 20260409102025NAL0012047857001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Second Line 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 SECOND LINE 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