How big is Adler Financial LLC's plan?

Adler Financial LLC's plan reported $13K in assets and 2 participants for 2025.

Original filing (PDF)20260501220222NAL0001168419002

Adler Financial LLC

Name: Adler Financial LLC — Adler Financial 401(k) Plan, Form 5500 (2025)
Creator: Adler Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adler Financial 401(k) Plan

401(k) retirement plan · Adler Financial LLC's Adler Financial 401(k) Plan held $13K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Elantha Barry signed Adler Financial 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

Adler Financial LLC's EIN is 82-4352482.

EIN 82-4352482

Plan number 001

Plan year 2025

ACK ID 20260501220222NAL0001168419002

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Adler Financial 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 ADLER FINANCIAL 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