How big is Telos Holdings, LLC's plan?

Telos Holdings, LLC's plan reported $324K in assets and 3 participants for 2024.

Original filing (PDF)20250714131459NAL0000900035001

Telos Holdings, LLC

Name: Telos Holdings, LLC — Telos Wealth Advisors, LLC, Form 5500 (2024)
Creator: Telos Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Telos Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Telos Holdings, LLC's Telos Wealth Advisors, LLC 401(k) Plan held $324K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan identifiers

Telos Holdings, LLC's EIN is 84-3499536.

EIN 84-3499536

Plan number 001

Plan year 2024

ACK ID 20250714131459NAL0000900035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Telos Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Telos Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

TELOS HOLDINGS, LLC

EIN

all filings

Address

3052 KINGS MANOR DRIVE · WEDDINGTON, NC · 28104

Phone

(704) 368-7013

Industry

Finance & Insurance

Plan administrator