How big is Comprehensive Advisor LLC's plan?

Comprehensive Advisor LLC's plan reported $749K in assets and 10 participants for 2025.

Original filing (PDF)20260406220302NAL0010708018001

Comprehensive Advisor LLC

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

Form 5500-SF

FILING_RECEIVED

Comprehensive Advisor 401(k) Plan

401(k) retirement plan · Comprehensive Advisor LLC's Comprehensive Advisor 401(k) Plan held $749K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

Plan identifiers

Comprehensive Advisor LLC's EIN is 83-1142072.

EIN 83-1142072

Plan number 001

Plan year 2025

ACK ID 20260406220302NAL0010708018001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Comprehensive Advisor 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 COMPREHENSIVE ADVISOR 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COMPREHENSIVE ADVISOR LLC

EIN

all filings

Address

2011 PALOMAR AIRPORT ROAD · SUITE #302 · CARLSBAD, CA · 92011

Phone

(760) 813-2125

Industry

Finance & Insurance

Plan administrator