How big is Astoria Portfolio Advisors LLC's plan?

Astoria Portfolio Advisors LLC's plan reported $19K in assets and 6 participants for 2024.

Original filing (PDF)20250731125913NAL0007111744001

Astoria Portfolio Advisors LLC

Name: Astoria Portfolio Advisors LLC — Astoria Portfolio, Form 5500 (2024)
Creator: Astoria Portfolio Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Astoria Portfolio Advisors 401(k) Plan

401(k) retirement plan · Astoria Portfolio Advisors LLC's Astoria Portfolio Advisors 401(k) Plan held $19K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Erilda Danaj signed Astoria Portfolio Advisors LLC's 2024 Form 5500 as plan administrator.

Erilda Danaj — Plan Administrator — Form 5500 signer
John DAVI — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Astoria Portfolio Advisors LLC's EIN is 82-1023957.

EIN 82-1023957

Plan number 001

Plan year 2024

ACK ID 20250731125913NAL0007111744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Astoria Portfolio Advisors LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASTORIA PORTFOLIO ADVISORS LLC.

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Plan health score

Above-average plan

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

Knocking points off