How big is Advisor Logistics, LLC's plan?

Advisor Logistics, LLC's plan reported $193K in assets and 7 participants for 2025.

Original filing (PDF)20260424221212NAL0013347282022

Advisor Logistics, LLC

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

Form 5500-SF

FILING_RECEIVED

Advisor Logistics, LLC 401(k) Plan

401(k) retirement plan · Advisor Logistics, LLC's Advisor Logistics, LLC 401(k) Plan held $193K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Elantha Barry signed Advisor Logistics, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Advisor Logistics, LLC's EIN is 82-4215155.

EIN 82-4215155

Plan number 001

Plan year 2025

ACK ID 20260424221212NAL0013347282022

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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