How big is Squareknot Advisory Partners' plan?

Squareknot Advisory Partners' plan reported $276K in assets and 3 participants for 2024.

Original filing (PDF)20250930121625NAL0011647729001

Squareknot Advisory Partners

Name: Squareknot Advisory Partners — Squareknot Advisory, Form 5500 (2024)
Creator: Squareknot Advisory Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Squareknot Advisory Partners 401(k) Plan

Defined-contribution retirement plan · Squareknot Advisory Partners' Squareknot Advisory Partners 401(k) Plan held $276K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Christopher Gavin signed Squareknot Advisory Partners' 2024 Form 5500 as plan administrator.

Christopher Gavin — 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

Squareknot Advisory Partners' EIN is 83-3847765.

EIN 83-3847765

Plan number 001

Plan year 2024

ACK ID 20250930121625NAL0011647729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Squareknot Advisory Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Squareknot Advisory Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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