How big is Sincerus Advisory, LLC's plan?

Sincerus Advisory, LLC's plan reported $333K in assets and 3 participants for 2025.

Original filing (PDF)20260519140611NAL0001687298001

Sincerus Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

Sincerus Advisory, LLC 401(k) 401(k) Plan

401(k) retirement plan · Sincerus Advisory, LLC's Sincerus Advisory, LLC 401(k) 401(k) Plan held $333K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

DANN Ryan signed Sincerus Advisory, LLC's 2025 Form 5500 as plan administrator.

DANN Ryan — 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

Sincerus Advisory, LLC's EIN is 83-3086285.

EIN 83-3086285

Plan number 001

Plan year 2025

ACK ID 20260519140611NAL0001687298001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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