How big is Spinnaker Financial Advisors, LLC's plan?

Spinnaker Financial Advisors, LLC's plan reported $605K in assets and 2 participants for 2025.

Original filing (PDF)20260501095751NAL0001288992001

Spinnaker Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Spinnaker Financial Advisors 401(k) Plan

401(k) retirement plan · Spinnaker Financial Advisors, LLC's Spinnaker Financial Advisors 401(k) Plan held $605K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

Plan identifiers

Spinnaker Financial Advisors, LLC's EIN is 82-0505533.

EIN 82-0505533

Plan number 001

Plan year 2025

ACK ID 20260501095751NAL0001288992001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Spinnaker Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPINNAKER FINANCIAL 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