How big is Recurrent Investment Advisors, LLC's plan?

Recurrent Investment Advisors, LLC's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250724161859NAL0005793425001

Recurrent Investment Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Recurrent Investment Advisors 401(k) Plan

401(k) retirement plan · Recurrent Investment Advisors, LLC's Recurrent Investment Advisors 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Recurrent Investment Advisors, LLC's EIN is 82-1320743.

EIN 82-1320743

Plan number 001

Plan year 2024

ACK ID 20250724161859NAL0005793425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Recurrent Investment 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 RECURRENT INVESTMENT 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